Overview
- Headquarters
- Dallas, TX
- Total Firm Assets
- $237 million
- Average High-Net-Worth Client Portfolio Size
- $4.5 million
Fee Disclosure
Source: ADV PART 2A (2025-09-17)
· View brochure text
Latest filing: ADV PART 2A (2026-03-06)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.80% |
| $3,000,001 | $5,000,000 | 0.60% |
| $5,000,001 | $20,000,000 | 0.40% |
| $20,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $38,000 | 0.76% |
| $10 million | $58,000 | 0.58% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
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
- 81.28%
- Number of High-Net-Worth Clients
- 43
- Total Client Accounts
- 438
- Discretionary Accounts
- 438
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 329297
- ADV PART 2A (2026-03-06) · View brochure text
- ADV PART 2A (2025-09-17) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗