Overview
- Headquarters
- Lubbock, TX
- Total Firm Assets
- $142 million
- Average High-Net-Worth Client Portfolio Size
- $2.4 million
- Stated Minimum Account Size
- $250,000
Fee Disclosure
Source: THE ADVISORS GROUP ADV PART 2A_B (2026-10-16) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.50% |
| $250,001 | and above | 1.00% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $51,250 | 1.02% |
| $10 million | $101,250 | 1.01% |
| $50 million | $501,250 | 1.00% |
| $100 million | $1,001,250 | 1.00% |
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
- 59.24%
- Number of High-Net-Worth Clients
- 35
- Total Client Accounts
- 542
- Discretionary Accounts
- 542
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 290104
- THE ADVISORS GROUP ADV PART 2A_B (2026-10-16) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗