Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees for internal investment management typically range from 0.25% to 1.50% annually, depending on assets, strategy, and complexity. Fees are paid quarterly in advance. Financial planning is offered on an hourly basis (up to $350/hour) or as a fixed engagement fee. Retirement plan advisory fees can be up to 1.00% annually, with a minimum fee of $7,500, which is negotiable.
Areas of Practice
Advisor Information
Office location
Wylie, TX
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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
David is a partner at Legacy Retirement Plan Services, providing retirement plan consulting and financial planning, which takes nearly full-time. He also sells life insurance through the same entity, but this takes minimal time.