Overview
- Headquarters
- Irving, TX
- Total Firm Assets
- $347 million
- Average High-Net-Worth Client Portfolio Size
- $3.0 million
Fee Disclosure
Source: SEPTEMBER 2025 ADV PART 2 BROCHURE (2025-09-09)
· View brochure text
Latest filing: MARCH 2026 ADV PART 2 BROCHURE (2026-03-24)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.50% |
| $250,001 | $500,000 | 1.30% |
| $500,001 | $1,000,000 | 1.10% |
| $1,000,001 | $1,500,000 | 0.90% |
| $1,500,001 | $3,000,000 | 0.70% |
| $3,000,001 | $5,000,000 | 0.50% |
| $5,000,001 | $7,000,000 | 0.30% |
| $7,000,001 | $10,000,000 | 0.20% |
| $10,000,001 | and above | 0.10% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $37,500 | 0.75% |
| $10 million | $49,500 | 0.50% |
| $50 million | $89,500 | 0.18% |
| $100 million | $139,500 | 0.14% |
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
- 70.80%
- Number of High-Net-Worth Clients
- 81
- Total Client Accounts
- 640
- Discretionary Accounts
- 640
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 322366
- MARCH 2026 ADV PART 2 BROCHURE (2026-03-24) · View brochure text
- SEPTEMBER 2025 ADV PART 2 BROCHURE (2025-09-09) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗