Overview

Headquarters
Dallas, TX
Total Firm Assets
$385 million
Average High-Net-Worth Client Portfolio Size
$8.7 million

Fee Disclosure

Source: PROMUSADVISORS_2ADISCLOSURE_03202025 (2026-03-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $1,000,000 1.00%
$1,000,001 $3,000,000 0.75%
$3,000,001 $5,000,000 0.65%
$5,000,001 $10,000,000 0.55%
$10,000,001 and above 0.45%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $10,000 1.00%
$5 million $38,000 0.76%
$10 million $65,500 0.66%
$50 million $245,500 0.49%
$100 million $470,500 0.47%

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
99.77%
Number of High-Net-Worth Clients
44
Total Client Accounts
260
Discretionary Accounts
247
Non-Discretionary Accounts
13

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
157484
  • PROMUSADVISORS_2ADISCLOSURE_03202025 (2026-03-27) (fee schedule source) · View brochure text

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

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