Assets Under Management
$374.5M
Number of Clients
175
Number of Advisors
4
Average Client AUM
$2.1M
AUM per Advisor
$93.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Advocates Wealth Planning provides financial planning and discretionary investment management. Financial planning services include cash flow analysis, retirement analysis, tax planning, and estate planning. Investment management uses a diversified, global portfolio approach with mutual funds and ETFs. Portfolios are customized based on client circumstances and rebalanced periodically.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fees negotiable for accounts over $10,000,000.
920 Memorial City Way, Suite 250, Houston, TX, 77024