Assets Under Management
$1.5B
Number of Clients
1,193
Number of Advisors
11
Average Client AUM
$1.3M
AUM per Advisor
$139.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
RIA Advisors offers asset management, financial planning (RIA Goal Horizons, RIA Comprehensive Strategy, RIA Custom), subadviser services, and plan services. Financial planning covers budgeting, investment planning, risk analysis, income tax planning, and estate planning. They manage held-away accounts and facilitate securities-backed lines of credit.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.90% |
Fees are subject to change with 30 days written notice. Actual fees charged can be less than those set out above based upon pre-existing relationships, assets under management and other factors relevant to an engagement.
11750 Katy Freeway, Suite 840, Houston, TX, 77079