Fees are based on assets under management (AUM) or a fixed dollar amount, as negotiated. The maximum annual fee for WealthTrust DBS Strategies is 1.25%. Discretionary accounts have a maximum AUM fee of 1.25%, while non-discretionary accounts have a maximum of 1.55%. Fees may be negotiable. Financial planning fees range from $150-$250 hourly or a flat fee of $1,000-$5,000. Retirement plan advisory services are negotiated. Consulting services for wealth management are charged at 1% of assets.
101 E Park Blvd, Suite 1100, Plano, TX, 75074
Get directionsThomas is an Investment Advisor Representative with TAMP Advisory Solutions, LLC. He is also a licensed insurance agent operating under Canyon Creek Capital and associated with Advisors Excel and Peak Trust Financial Group Inc, dedicating about 10-20% of his time to insurance-related business.