Overview
- Headquarters
- Houston, TX
- Total Firm Assets
- $2.8 billion
- Average High-Net-Worth Client Portfolio Size
- $20.8 million
- Stated Minimum Account Size
- $10,000,000
Recent Rankings
Fee Disclosure
Source: PART 2A - FIRM BROCHURE (2026-04-15) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.70% |
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 | $70,000 | 0.70% |
| $50 million | $350,000 | 0.70% |
| $100 million | $700,000 | 0.70% |
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
- 81.02%
- Number of High-Net-Worth Clients
- 109
- Total Client Accounts
- 120
- Discretionary Accounts
- 29
- Non-Discretionary Accounts
- 91
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 105335
- PART 2A - FIRM BROCHURE (2026-04-15) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗