Overview

Headquarters
Mckinney, TX
Total Firm Assets
$620 million
Average High-Net-Worth Client Portfolio Size
$7.7 million

Fee Disclosure

Source: FORM ADV PART 2 AND 2B 042826 (2026-05-06) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.25%
$1,000,001 $2,000,000 1.00%
$2,000,001 $5,000,000 0.85%
$5,000,001 $10,000,000 0.60%
$10,000,001 and above 0.50%

Stated Minimum Annual Fee: $20,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $20,000 2.00%
$5 million $48,000 0.96%
$10 million $78,000 0.78%
$50 million $278,000 0.56%
$100 million $528,000 0.53%

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
87.06%
Number of High-Net-Worth Clients
70
Total Client Accounts
700
Discretionary Accounts
700

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
114702

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

Frequently Asked Questions