Tsa Wealth Management Fees & Minimum

Overview

Headquarters: Houston, TX
Total Firm Assets: $359 million
Average High-Net-Worth Client Portfolio Size: $2.4 million
Stated Minimum Account Size: $500,000

Fee Disclosure

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

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$3,000,000	0.80%
$3,000,001	$4,000,000	0.60%
$4,000,001	$5,000,000	0.40%
$5,000,001	$10,000,000	0.30%
$10,000,001	and above	0.20%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$38,000	0.76%
$10 million	$53,000	0.53%
$50 million	$133,000	0.27%
$100 million	$233,000	0.23%

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: 84.44%
Number of High-Net-Worth Clients: 126
Total Client Accounts: 666
Discretionary Accounts: 666

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars

Regulatory Filings

SEC CRD Number: 323123

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

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

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