Overview
- Headquarters
- Cedar Park, TX
- Total Firm Assets
- $409 million
- Average High-Net-Worth Client Portfolio Size
- $1.6 million
Fee Disclosure
Source: FORM ADV PART 2A, APP 1 - WRAP BROCHURE (2025-03-19)
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Latest filing: FORM ADV PART 2A, APP 1 - WRAP BROCHURE (2026-03-30)
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Latest filing: FORM ADV PART 2A - FIRM BROCHURE (2026-03-30)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.00% |
| $500,001 | $1,000,000 | 0.80% |
| $1,000,001 | $2,000,000 | 0.60% |
| $2,000,001 | and above | 0.40% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $9,000 | 0.90% |
| $5 million | $27,000 | 0.54% |
| $10 million | $47,000 | 0.47% |
| $50 million | $207,000 | 0.41% |
| $100 million | $407,000 | 0.41% |
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
- 59.17%
- Number of High-Net-Worth Clients
- 149
- Total Client Accounts
- 2,148
- Discretionary Accounts
- 2,148
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 285850
- FORM ADV PART 2A, APP 1 - WRAP BROCHURE (2026-03-30) · View brochure text
- FORM ADV PART 2A - FIRM BROCHURE (2026-03-30) · View brochure text
- FORM ADV PART 2A, APP 1 - WRAP BROCHURE (2025-03-19) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗