Portfolio Advisory Council,l.l.c. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Consulting services are also available for $250.00 hourly with a $500.00 minimum or on a fixed fee basis.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Portfolio Advisory Council,l.l.c. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Clients may also elect to be billed directly for fees or to authorize Portfolio Advisory Council, L.L.C. to directly debit fees from client accounts.”
• “Management fees shall not be prorated for each 5 capital contribution and withdrawal made during the applicable calendar quarter (with the exception of de minimis contributions and withdrawals).”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

How Portfolio Advisory Council,l.l.c.’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 19 of the 67 other planners in Houston that publish an hourly rate charge less.

About Portfolio Advisory Council,l.l.c.

• Firm size: 9 employees.
• Credentials named in the brochure: CFP®, CPA, and ChFC®.
• Registered as an adviser: 1986 (40 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Clients

550

Employees

9

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$494,940,434

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

107465

Website

pacadvisory.com (opens in new tab)

Phone

(713) 574-6015

Can advise clients in 7 states: California, Colorado, Kansas, Louisiana, Minnesota, Texas, Washington

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• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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