Overview
- Headquarters
- San Antonio, TX
- Total Firm Assets
- $747 million
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
Fee Disclosure
Source: ADV 2A - FIRM DISCLOSURE BROCHURE (2026-03-31)
· View brochure text
Latest filing: WRAP FEE PROGRAM BROCHURE (2026-03-31)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $200,000 | 1.50% |
| $200,001 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.90% |
| $2,000,001 | $3,000,000 | 0.80% |
| $3,000,001 | $4,000,000 | 0.70% |
| $4,000,001 | $5,000,000 | 0.60% |
| $5,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,750 | 1.18% |
| $5 million | $41,750 | 0.84% |
| $10 million | $66,750 | 0.67% |
| $50 million | $266,750 | 0.53% |
| $100 million | $516,750 | 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
- 53.00%
- Number of High-Net-Worth Clients
- 174
- Total Client Accounts
- 3,900
- Discretionary Accounts
- 3,900
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 284164
- ADV 2A - FIRM DISCLOSURE BROCHURE (2026-03-31) (fee schedule source) · View brochure text
- WRAP FEE PROGRAM BROCHURE (2026-03-31) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗