Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees are based on the complexity and time involved in preparing a financial plan or completing a consulting project. Initial financial plan fees start at $1,000. Subsequent reviews are provided at 50% or less of the original plan costs, with a minimum of $1,000. Consulting services are billed at $150-$200 per hour for a financial planner and $60-$80 per hour for staff. Fees for comprehensive financial plans are generally not negotiable, but group or company discounts may be available.
Areas of Practice
Advisor Information
Office location
13455 Noel Road, 20th Floor, Dallas, TX, 75240
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 Activities
Jaime does pro-bono work with military families, dedicating minimal time. Jaime is also a partner at Spectrum Strategies, LLC, a financial planning firm and solicitor for IA services, taking about half of their time, and a partner at Spectrum Wealth Strategies, LLC, a financial services firm, but has no duties there.