Fees for investment advisory services are negotiable and depend on account value, investment program, service level, and financial complexity. The IAR is authorized to charge a fee within an allowable range, starting from 0.35% to 0.5% depending on the asset level, and a maximum that cannot exceed 2.0%. Additional fees may include custodian, platform, manager, and transaction fees. Financial planning fees range from $250-$5,000 (flat fee) or $100-$500 per hour. Retirement plan advisory fees depend on plan account value, plan type, and number of participants.
2523 Fairway Park Drive, Suite 508, Houston, TX, 77092
Get directionsBradley is an independent insurance agent selling various insurance products, dedicating a few hours per week to this activity. He is also the president of B.A. Morris & Company Inc., an importer/exporter and Texas wholesaler of wine and beer, spending minimal time on this.