Overview
- Headquarters
- San Antonio, TX
- Total Firm Assets
- $400 million
- Average High-Net-Worth Client Portfolio Size
- $1.8 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: FORM ADV PART 2A - FIRM BROCHURE (2026-08-18) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.80% – 1.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Estimates use the upper end of the disclosed range. 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
- 50.85%
- Number of High-Net-Worth Clients
- 116
- Total Client Accounts
- 928
- Discretionary Accounts
- 928
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 169278
- FORM ADV PART 2A - FIRM BROCHURE (2026-08-18) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗