Questions & Answers

We have a minimum annual fee of $1,000, which typically corresponds to a portfolio of approximately $100,000. However, we evaluate each potential client relationship individually and may make exceptions based on the complexity of services needed and growth potential.

We use a transparent tiered fee structure starting at 1% for the first $200,000, decreasing to 0.75% for the next tier, and continuing to decrease with larger portfolio sizes. Our minimum annual fee is $1,000.

We operate under the fiduciary standard, meaning we're legally bound to act in your best interest at all times. We have no conflicts of interest, transparent fees, and focus on long-term relationships rather than product sales.

Yes, we provide both discretionary and non-discretionary investment management services. In discretionary relationships, we make investment decisions on your behalf. In non-discretionary relationships, you retain full control with our strategic guidance.

We serve high-net-worth individuals and families, multi-generational family groups, trusts and estates, charitable organizations, and small business owners focused on long-term financial health and legacy planning.

We work with established custodians like Charles Schwab, Interactive Brokers, TradePMR, and Tastyworks. Your assets are held separately from our firm, and we maintain comprehensive insurance coverage and follow strict regulatory compliance standards.

We typically schedule quarterly reviews with clients, though the frequency can be adjusted based on your preferences and needs. We're always available for questions and provide regular market updates and portfolio reports.

Our investment philosophy is built on four core pillars: Integrity First (fiduciary standard), Long-Term Growth (evidence-based investing), Tax Efficiency (maximizing after-tax returns), and Intergenerational Security (multi-generational planning).

Yes, while our office is located in Dallas, Texas, we work with clients throughout the United States. We offer secure video consultations and digital document sharing for remote clients.

Getting started is simple. Contact us to schedule a complimentary initial consultation where we'll discuss your financial goals, current situation, and how our services can help. If we're a good fit, we'll begin with a comprehensive discovery process.

Our onboarding process includes a detailed risk assessment, goal-setting session, and comprehensive financial review. We take time to understand your unique situation before developing a customized strategy.

No, we do not charge performance-based fees. Our fee structure is transparent and based solely on assets under management, ensuring our interests are aligned with yours.