Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
27 advisors
Number of Clients
1,332 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.7B

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.50%
$10M+0.25%

Fees are negotiable and may vary based on numerous factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

8955 Katy Freeway, Suite 200, Houston, TX, 77024-1626

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Corda Investment Management, LLC
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Scottrade Investment Management
January 2017 - March 2018 · 1 yr 2 mos
Scottrade, INC.Broker
December 2016 - March 2018 · 1 yr 3 mos
TD Ameritrade, INC.Broker
November 2008 - September 2016 · 7 yrs 10 mos
Amerivest Investment Management, LLC
November 2008 - September 2016 · 7 yrs 10 mos
TD Ameritrade, INC.
November 2008 - September 2016 · 7 yrs 10 mos
Strategic Advisers, INC.
January 2007 - November 2008 · 1 yr 10 mos
Fidelity Brokerage Services LLCBroker
December 2006 - November 2008 · 1 yr 11 mos
Amerivest Investment Management, LLC
April 2006 - December 2006 · 8 mos
TD Ameritrade, INC.Broker
October 2005 - December 2006 · 1 yr 2 mos
TD Ameritrade, INC.
October 2005 - December 2006 · 1 yr 2 mos
Chase Investment Services CORP.Broker
July 2005 - October 2005 · 3 mos
Chase Investment Services CORP.
July 2005 - October 2005 · 3 mos
Banc One Securities CorporationBroker
June 2005 - July 2005 · 1 mo
Banc One Securities Corporation
June 2005 - July 2005 · 1 mo
Amsouth Investment Management Company LLC
March 2005 - June 2005 · 3 mos
Amsouth Investment Management Company LLC
January 2005 - March 2005 · 2 mos
Amsouth Investment Services, INC.Broker
July 2004 - June 2005 · 11 mos
TD Waterhouse Investor Services, INC.
July 2003 - November 2003 · 4 mos
TD Waterhouse Investor Services, INC.Broker
March 1999 - November 2003 · 4 yrs 8 mos
American Express Financial Advisors INC.Broker
November 1997 - November 1998 · 1 yr
Ids Life Insurance CompanyBroker
November 1997 - November 1998 · 1 yr
Dean Witter Reynolds INC.Broker
April 1996 - January 1997 · 9 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.