Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
752 clients
Average Client Portfolio
$971K average
Assets Under Management
$730.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.95% |
| $250K - $500K | 1.85% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.65% |
| $2M+ | 1.55% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
10000 North Central Expressway, Suite 700, Dallas, TX, 75231
Get directionsHistory
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
Apeiron
October 2023 - Present · 2 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
June 2021 - March 2022 · 9 mos
Charles Schwab & CO., INC.Broker
June 2021 - March 2022 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2017 - March 2020 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2017 - March 2020 · 2 yrs 9 mos
Strategic Advisers, INC.
July 2014 - June 2017 · 2 yrs 11 mos
Fidelity Brokerage Services LLCBroker
October 2013 - June 2017 · 3 yrs 8 mos
State Registrations1 state
TX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.