Overview
- Headquarters
- Richardson, TX
- Total Firm Assets
- $209 million
- Average High-Net-Worth Client Portfolio Size
- $1.9 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: ADV PART 2A OTHER THAN ANNUAL AMENDMENT OCTOBER 22, 2026 (2026-10-23)
· View brochure text
Latest filing: ADV PART 2A SUPPLEMENT WRAP BROCHURE OCTOBER 22, 2026 (2026-10-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $750,000 | 1.50% |
| $750,001 | $2,000,000 | 1.00% |
| $2,000,001 | $3,500,000 | 0.98% |
| $3,500,001 | and above | 0.95% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,750 | 1.38% |
| $5 million | $52,700 | 1.05% |
| $10 million | $100,200 | 1.00% |
| $50 million | $480,200 | 0.96% |
| $100 million | $955,200 | 0.96% |
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
- 92.62%
- Number of High-Net-Worth Clients
- 100
- Total Client Accounts
- 781
- Discretionary Accounts
- 759
- Non-Discretionary Accounts
- 22
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 149134
- ADV PART 2A OTHER THAN ANNUAL AMENDMENT OCTOBER 22, 2026 (2026-10-23) (fee schedule source) · View brochure text
- ADV PART 2A SUPPLEMENT WRAP BROCHURE OCTOBER 22, 2026 (2026-10-23) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗