Overview

Headquarters
Plano, TX
Total Firm Assets
$3.6 billion
Average High-Net-Worth Client Portfolio Size
$1.8 million

Recent Rankings

Barron's 2024: 86

View complete rankings

Fee Disclosure

Source: ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (2026-09-24) · View brochure text

MinMaxDisclosed Annual Rate
$0 and above 1.85%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $18,500 1.85%
$5 million $92,500 1.85%
$10 million $185,000 1.85%
$50 million $925,000 1.85%
$100 million $1,850,000 1.85%

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
55.47%
Number of High-Net-Worth Clients
1,116
Total Client Accounts
13,358
Discretionary Accounts
13,278
Non-Discretionary Accounts
80

Services Offered

Services: Financial Planning, Portfolio Management for Individuals

Regulatory Filings

SEC CRD Number
157222
  • ADV PART 2A APPENDIX 1 WRAP FEE PROGRAM BROCHURE (2026-09-24) (fee schedule source) · View brochure text

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

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