Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee schedule applies to assets held at Charles Schwab & Co., Inc. Different fee schedule applies to assets not held at Charles Schwab & Co., Inc.: 1.00% for all tiers. AUM Fees are negotiable at the Firm’s sole discretion.
Fee Estimator
TKC charges an annual fee based on a percentage of your assets under management. The fee schedule varies depending on whether your assets are held at Charles Schwab & Co., Inc. AUM fees are negotiable at the firm's sole discretion. Insurance and annuity products will be subject to other third-party fees and expenses. Clients working with non-affiliated attorneys in the formation of trust documents or startup business documents will be subject to third party fees or expenses.
Areas of Practice
Advisor Information
Office location
12900 Preston Road, Suite 700, Dallas, TX, 75230
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
Anders is a financial advisor for TK Chen Financial Services and TKC Wealth Management LLC, dedicating approximately 60 hours per month to each. Anders also offers insurance products through TKC Risk Advisors LLC, works as a mortgage loan originator for Loan Smart Mortgage LLC, and owns a rental property management company, TN Group LLC.