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Teamwork Serves Texas
We proudly offer our Teamwork services rooted in hard work, independent thinking and community values. We serve Texas and beyond with family-owned offices in:
San Antonio
Austin
New Braunfels
Houston - Memorial City
Houston - The Woodlands
Frequently Asked Questions
We provide integrated financial planning and investment advisory services designed to address a range of client needs. Our team includes professionals with experience in investment management, tax planning and legal strategies, allowing us to coordinate services across multiple areas. We aim to deliver personalized guidance based on each client’s objectives and circumstances. Our approach emphasizes long-term planning, transparency and ongoing client relationships.
Our advisory fees are based on a tiered schedule, starting at 1.2% annually and decreasing as assets under management increase. Fees are calculated based on managed account balances and are typically billed monthly. Additional details regarding our fees and services are available in our Form ADV.
We utilize a combination of in-house professionals and select third-party service providers to support certain operational and administrative functions. Legal and tax services are provided by professionals affiliated with our firm.
We offer access to legal services as part of our broader financial planning relationship. These services are available exclusively to existing investment advisory clients and are provided by professionals affiliated with our firm.
Tax preparation services typically begin at $500; however, fees may vary depending on the complexity of the return. These services are generally available only to existing investment advisory clients and are subject to our team’s review and acceptance before engagement.
Yes. As a registered investment adviser, we are held to a fiduciary standard that requires us to act in our clients’ best interests in accordance with applicable laws and regulations.
Some of our advisors hold the CFP® certification, while others hold different professional licenses and credentials. All of our advisors are licensed Investment Adviser Representatives and operate under a fiduciary standard.