Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for Unified Managed Accounts and asset management range from 0.50% to 2.00% annually, based on the market value of assets. Financial planning fees can be hourly ($125-$500/hour) or fixed (typically $0-$15,000, but can exceed $100,000 in special circumstances). Financial consulting is done on a fixed fee basis ($500-$4,000 per annum). Fees are negotiable and depend on the complexity of the plan. Trading costs may vary from 0.02% to 0.15%.
Areas of Practice
Advisor Information
Office location
23 Inverness Center Parkway, Birmingham, AL, 35242
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
Brent sells life, disability, and long-term care insurance as an insurance agent, though the time commitment varies. He also owns a farming business, spends minimal time on it, and is a speaker for World Equity Group, Inc. and The Society for Financial Awareness, spending a few hours per week on these activities.