Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SALLC offers consulting services with fees up to $500 per hour or fixed fees ranging from $500 to $5,000 per plan. They also offer TPIA programs where fees are determined by the TPIA. For Assets Under Management, the maximum annual fee is 3% and is negotiable. The minimum initial investment in the Assets under Management Programs is $25,000.00.
Areas of Practice
Advisor Information
Office location
Georgetown, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barry is an Executive National VP with Freedom Equity Group (FEG), an independent marketing organization for life and annuity insurance companies, since 2013. Besides his own sales, he recruits, trains, and develops new agents, dedicating about half his time to this role.