Financial planning fees range from $1,200 to $15,000 as a fixed fee, or $350 per hour. Investment management services require a minimum account of $1,000,000, but this may be waived. The annual investment management fee is based on assets under management, as detailed in the fee table. An administrative charge not to exceed 0.2% per year may also be applied. Fees are negotiable and billed quarterly in advance.
5224 Park Ridge Rd, Flower Mound, TX, 75022
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