Overview

Headquarters
Dallas, TX
Total Firm Assets
$186 million
Average High-Net-Worth Client Portfolio Size
$2.7 million

Fee Disclosure

Source: ADV PART 2A (2026-09-11) · View brochure text

MinMaxDisclosed Annual Rate
$0 $10,000,000 1.00%
$10,000,001 and above 0.75%

Stated Minimum Annual Fee: $10,000

Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $50,000 1.00%
$10 million $100,000 1.00%
$50 million $400,000 0.80%
$100 million $775,000 0.78%

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
86.82%
Number of High-Net-Worth Clients
59
Total Client Accounts
382
Discretionary Accounts
382

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
300734

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

Frequently Asked Questions