Overview
- Headquarters
- Dallas, TX
- Total Firm Assets
- $288 million
- Average High-Net-Worth Client Portfolio Size
- $1.3 million
- Stated Minimum Account Size
- $25,000
Fee Disclosure
Source: ADV PART 2A FEB 2022 (2026-07-27) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.25% |
| $250,001 | $1,000,000 | 1.00% |
| $1,000,001 | $2,000,000 | 0.90% |
| $2,000,001 | $3,000,000 | 0.80% |
| $3,000,001 | $4,000,000 | 0.70% |
| $4,000,001 | and above | Negotiable |
Stated Minimum Annual Fee: $300
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,625 | 1.06% |
| $5 million | Negotiable | Negotiable |
| $10 million | Negotiable | Negotiable |
| $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
- 35.82%
- Number of High-Net-Worth Clients
- 82
- Total Client Accounts
- 333
- Discretionary Accounts
- 329
- Non-Discretionary Accounts
- 4
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 166970
- ADV PART 2A FEB 2022 (2026-07-27) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗