Overview

Headquarters
Houston, TX
Total Firm Assets
$2.4 billion
Average High-Net-Worth Client Portfolio Size
$312.4 million
Stated Minimum Account Size
$5,000,000

Fee Disclosure

Source: FORM ADV PART 2A (2025-03-26) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 0.75%
$2,000,001 $20,000,000 0.50%
$20,000,001 $40,000,000 0.40%
$40,000,001 $60,000,000 0.35%
$60,000,001 and above 0.20%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million Below minimum client size
$5 million $30,000 0.60%
$10 million $55,000 0.55%
$50 million $220,000 0.44%
$100 million $335,000 0.34%

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
38.86%
Number of High-Net-Worth Clients
3
Total Client Accounts
14
Discretionary Accounts
14

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients

Regulatory Filings

SEC CRD Number
106933

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

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