Team Financial Strategies Fees & Minimum

Overview

Headquarters: Abilene, TX
Total Firm Assets: $262 million
Average High-Net-Worth Client Portfolio Size: $2.2 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: TEAM FINANCIAL ADV PART 2A (2026-08-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.25%
$500,001	$2,000,000	1.00%
$2,000,001	and above	0.75%

Stated Minimum Annual Fee: $6,250

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$11,250	1.12%
$5 million	$43,750	0.88%
$10 million	$81,250	0.81%
$50 million	$381,250	0.76%
$100 million	$756,250	0.76%

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: 60.74%
Number of High-Net-Worth Clients: 72
Total Client Accounts: 1,205
Discretionary Accounts: 1,129
Non-Discretionary Accounts: 76

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number: 134104

TEAM FINANCIAL ADV PART 2A (2026-08-18) (fee schedule source) · View brochure text

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

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