Assets Under Management
$3.3B
Number of Clients
734
Number of Advisors
58
Average Client AUM
$4.6M
AUM per Advisor
$57.7M
Compensation
Fee-Only (AUM)
The firm offers financial planning, wealth strategy, family governance consultation, and portfolio management services to high-net-worth individuals, trusts, foundations, endowments, retirement plans, and corporate entities. They develop financial plans and investment strategies tailored to client goals and risk tolerance.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable for amounts greater than $20,000,000. The fee schedule is different for portfolios managed consisting solely of various fixed income strategies.
2000 Mckinney Avenue, Suite 1800, Dallas, TX, 75201