Overview

Headquarters
Frisco, TX
Total Firm Assets
$185 million
Average High-Net-Worth Client Portfolio Size
$1.9 million
Stated Minimum Account Size
$1,000,000

Fee Disclosure

Source: FIRM BROCHURE - ADV PART 2A (2026-10-05) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $3,000,000 0.80%
$3,000,001 $5,000,000 0.50%
$5,000,001 and above 0.30%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $12,500 1.25%
$5 million $38,500 0.77%
$10 million $53,500 0.54%
$50 million $173,500 0.35%
$100 million $323,500 0.32%

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
69.26%
Number of High-Net-Worth Clients
69
Total Client Accounts
627
Discretionary Accounts
627

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
291747

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions