BC

Bonnie Free Chadwick

30 Years of Experience

Firm Information

Compensation
Fixed/Hourly
Number of Advisors
1 advisor
Number of Clients
89 clients
Average Client Portfolio
$7.9M average
Assets Under Management
$701.3M

Fee Structure

Hourly Rate:$80 - $700/hr

Fees are based on hourly rates and incorporated into annual fixed fee contracts. Hourly rates range from $80 to $700 per hour depending on the complexity of the work and the experience of the employees involved. Directors' fees range from $185 to $700 per hour. Associates' fees range from $80 to $400 per hour. All fees are paid directly by clients in advance of work progression. A client may terminate a contract at any time, at which point a full refund of all unearned fees will be returned to the client.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

5910 N Central Expwy, Ste. 1955, Dallas, TX, 75206

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Regulatory History (1)
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Criminal
April 1979
Final Disposition
Employment History
Current Registrations
Paratus Financial, INC.
January 2005 - Present · 21 yrs
Previous Registrations
The Ayco Company,l.p.
July 1995 - March 2005 · 9 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.