Aubrey Hughes is a registered investment advisor at Elite Data Solutions LLC, based in Houston, TX. Aubrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.20% |
| $100K - $300K | 1.00% |
| $300K - $500K | 0.90% |
| $500K+ | 0.80% |
Accounts under $100,000 pay a flat fee of $100 per month ($1,200 annually, which equates to 1.20% at the $100k threshold and higher percentages for smaller balances). Fees are negotiable at the sole discretion of the advisor.
Fee Estimator
Location
Houston, TX
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Regulatory History
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
Elite Data Solutions LLC
State Registrations1 state
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
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