Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees range from 0.25% to 3%, as agreed upon by both parties. Financial planning fees range from $1,500 to $5,000, based on the complexity of the case. 401(k) advisory services are billed at a negotiated rate of up to $1,050 per year. Investment consultation fees are up to $500 per hour. Clients using the TAMP program will be charged an additional asset-based fee ranging from 0.13% to 0.85%. All advisory fees are negotiable.
Areas of Practice
Advisor Information
Office location
Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX, 77304
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 Activities
Dudley is the owner/CEO of Total Seminars, LLC, a computer repair training service, spending about half his time on it. He also owns Storefront Realty, LLC and GapTracker, LLC, dedicating minimal time to each.