Overview
- Headquarters
- Colleyville, TX
- Total Firm Assets
- $351 million
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
Fee Disclosure
Source: FORM ADV PART 2 (2025-05-27)
· View brochure text
Latest filing: FORM ADV PART 2 (2026-03-08)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.92% |
| $250,001 | $500,000 | 1.50% |
| $500,001 | $1,000,000 | 1.25% |
| $1,000,001 | $1,500,000 | 1.00% |
| $1,500,001 | $2,000,000 | 0.80% |
| $2,000,001 | $4,000,000 | 0.65% |
| $4,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $14,800 | 1.48% |
| $5 million | $42,800 | 0.86% |
| $10 million | $72,800 | 0.73% |
| $50 million | $312,800 | 0.63% |
| $100 million | $612,800 | 0.61% |
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
- 61.21%
- Number of High-Net-Worth Clients
- 98
- Total Client Accounts
- 349
- Discretionary Accounts
- 349
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 165191
- FORM ADV PART 2 (2026-03-08) · View brochure text
- FORM ADV PART 2 (2025-05-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗