Overview
- Headquarters
- San Antonio, TX
- Total Firm Assets
- $296 million
- Average High-Net-Worth Client Portfolio Size
- $2.1 million
Fee Disclosure
Source: BEST INVEST ADV PART 2 (2026-02-24) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $200,000 | 1.50% |
| $200,001 | $500,000 | 1.25% |
| $500,001 | $1,500,000 | 1.00% |
| $1,500,001 | and above | 0.90% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,750 | 1.18% |
| $5 million | $48,250 | 0.96% |
| $10 million | $93,250 | 0.93% |
| $50 million | $453,250 | 0.91% |
| $100 million | $903,250 | 0.90% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 57.95%
- Number of High-Net-Worth Clients
- 80
- Total Client Accounts
- 1,762
- Discretionary Accounts
- 1,756
- Non-Discretionary Accounts
- 6
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 297599
- BEST INVEST ADV PART 2 (2026-02-24) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗