Overview
- Headquarters
- Irving, TX
- Total Firm Assets
- $228 million
- Average High-Net-Worth Client Portfolio Size
- $0.6 million
Fee Disclosure
Source: FORM ADV PART 2 (2026-02-06)
· View brochure text
Latest filing: FORM ADV PART 2 (2026-06-08)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $50,000 | 1.25% |
| $50,001 | $100,000 | 1.00% |
| $100,001 | $500,000 | 0.75% |
| $500,001 | $1,000,000 | 0.65% |
| $1,000,001 | $2,000,000 | 0.60% |
| $2,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $7,375 | 0.74% |
| $5 million | $28,375 | 0.57% |
| $10 million | $53,375 | 0.53% |
| $50 million | $253,375 | 0.51% |
| $100 million | $503,375 | 0.50% |
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
- 53.68%
- Number of High-Net-Worth Clients
- 196
- Total Client Accounts
- 513
- Discretionary Accounts
- 192
- Non-Discretionary Accounts
- 321
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 120943
- FORM ADV PART 2 (2026-06-08) · View brochure text
- FORM ADV PART 2 (2026-02-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗