Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fees are generally negotiable.
Fee Estimator
LFA charges an annual portfolio management fee of 1.50% of assets under management. Financial planning fees are either fixed, ranging from $1,000 to $15,000, or hourly, ranging from $250 to $500. Clients are responsible for third-party fees like custodian and brokerage fees. There is no account minimum.
Areas of Practice
Advisor Information
Office location
6275 W Plano Parkway, Suite 500, Plano, TX, 76093
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
John is an independent Texas State life insurance agent and managing partner at LFSG, LLC, selling various insurance products and annuities, dedicating about 10-20% of his time. He is also an IAR at Triumph Wealth Advisors, Inc., providing investment advisory services for third-party money managers, which takes approximately 60-80 hours per month.