Overview

Headquarters
Houston, TX
Total Firm Assets
$133 million
Average High-Net-Worth Client Portfolio Size
$7.2 million
Stated Minimum Account Size
$500,000

Fee Disclosure

Source: FORM ADV PART 2 (2026-04-10) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.00%
$2,000,001 $4,000,000 0.70%
$4,000,001 $8,000,000 0.60%
$8,000,001 and above 0.50%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $40,000 0.80%
$10 million $68,000 0.68%
$50 million $268,000 0.54%
$100 million $518,000 0.52%

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
91.39%
Number of High-Net-Worth Clients
17
Total Client Accounts
116
Discretionary Accounts
116

Services Offered

Services: Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
128395

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

Frequently Asked Questions