Overview
- Headquarters
- Denton, TX
- Total Firm Assets
- $156 million
- Average High-Net-Worth Client Portfolio Size
- $3.6 million
Fee Disclosure
Source: DFS ADVISORY DISCLOSURE BROCHURE (2026-04-06) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | $20,000,000 | 0.65% |
| $20,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $52,500 | 1.05% |
| $10 million | $90,000 | 0.90% |
| $50 million | $305,000 | 0.61% |
| $100 million | $555,000 | 0.56% |
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
- 71.79%
- Number of High-Net-Worth Clients
- 31
- Total Client Accounts
- 151
- Discretionary Accounts
- 126
- Non-Discretionary Accounts
- 25
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 324992
- DFS ADVISORY DISCLOSURE BROCHURE (2026-04-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗