Overview
- Headquarters
- Southlake, TX
- Total Firm Assets
- $364 million
- Average High-Net-Worth Client Portfolio Size
- $2.5 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: ADV PART 2A - TL PRIVATE WEALTH (2026-03-27) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.35% |
| $1,000,001 | $3,000,000 | 0.90% |
| $3,000,001 | $5,000,000 | 0.70% |
| $5,000,001 | $10,000,000 | 0.60% |
| $10,000,001 | $20,000,000 | 0.50% |
| $20,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,500 | 1.35% |
| $5 million | $45,500 | 0.91% |
| $10 million | $75,500 | 0.76% |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
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
- 85.51%
- Number of High-Net-Worth Clients
- 125
- Total Client Accounts
- 682
- Discretionary Accounts
- 682
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 167818
- ADV PART 2A - TL PRIVATE WEALTH (2026-03-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗