Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
87 advisors
Number of Clients
9,336 clients
Average Client Portfolio
$115K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$20K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.5M1.50%
$2.5M+1.50%

Fees negotiable for amounts over $2,500,000.

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

9111 Cypress Waters Blvd Suite 140, Dallas, TX, 75019

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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.

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Other Business Activities

Amon is a financial advisor/consultant with Elite Resource Team, an independent marketing organization and virtual family office, since February 2023. He specializes in working with accounting professionals, dedicating about 10-20% of his time to this role.

Employment History
Current Registrations
Coppell Advisory Solutions LLC
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Park Avenue Securities LLC
April 2024 - November 2024 · 7 mos
Park Avenue Securities LLCBroker
December 2023 - November 2024 · 11 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.