Overview
- Headquarters
- Plano, TX
- Total Firm Assets
- $386.7 billion
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
- Stated Minimum Account Size
- $10,000,000
Fee Disclosure
Source: INSTITUTIONAL (2026-02-11)
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Latest filing: CANADA PRIVATE CLIENT (2026-02-11)
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Latest filing: PRIVATE CLIENT (2026-02-11)
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Latest filing: UNITED KINGDOM PRIVATE CLIENT (2026-02-11)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $25,000,000 | 0.85% |
| $25,000,001 | $50,000,000 | 0.80% |
| $50,000,001 | $100,000,000 | 0.75% |
| $100,000,001 | $150,000,000 | 0.70% |
| $150,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | Below minimum client size | |
| $5 million | Below minimum client size | |
| $10 million | $85,000 | 0.85% |
| $50 million | $412,500 | 0.82% |
| $100 million | $787,500 | 0.79% |
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
- 73.19%
- Number of High-Net-Worth Clients
- 125,844
- Total Client Accounts
- 422,516
- Discretionary Accounts
- 422,516
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Regulatory Filings
- SEC CRD Number
- 107342
- CANADA PRIVATE CLIENT (2026-02-11) · View brochure text
- INSTITUTIONAL (2026-02-11) (fee schedule source) · View brochure text
- PRIVATE CLIENT (2026-02-11) · View brochure text
- UNITED KINGDOM PRIVATE CLIENT (2026-02-11) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗