Overview
- Headquarters
- Dallas, TX
- Total Firm Assets
- $306 million
- Average High-Net-Worth Client Portfolio Size
- $1.9 million
Fee Disclosure
Source: LEAP WRAP (2026-02-25)
· View brochure text
Latest filing: LEAP ADV 2A (2026-02-25)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 2.50% |
| $1,000,001 | $3,000,000 | 2.25% |
| $3,000,001 | and above | 1.75% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $25,000 | 2.50% |
| $5 million | $105,000 | 2.10% |
| $10 million | $192,500 | 1.92% |
| $50 million | $892,500 | 1.78% |
| $100 million | $1,767,500 | 1.77% |
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
- 81.09%
- Number of High-Net-Worth Clients
- 128
- Total Client Accounts
- 1,190
- Discretionary Accounts
- 1,189
- Non-Discretionary Accounts
- 1
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 152253
- LEAP ADV 2A (2026-02-25) · View brochure text
- LEAP WRAP (2026-02-25) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗