Assets Under Management
$200.4M
Number of Clients
234
Number of Advisors
2
Average Client AUM
$856K
AUM per Advisor
$100.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
The firm designs and manages investment portfolios, and provides general personal financial planning, investment, and business advice. They use Modern Portfolio Theory and attempt to eliminate non-systemic risk. They do not offer generalized tax or legal advice, but will provide limited advice on investment tax and estate tax planning issues.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are negotiable.
918 North Main Street, Salado, TX, 76571