Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees vary based on the services provided. Financial planning fees range from $3,000 to $10,000, depending on complexity. Business planning fees start at $6,000 annually. Consulting services are billed hourly at $300-$500 per hour. Asset management fees range from 0.5% to 1.5% of assets under management, and are negotiable based on scope of work, investment advice, services provided, size and complexity of account(s). Existing clients may pay different fees than those stated.
Areas of Practice
Advisor Information
Office location
1207 South White Chapel Road, Suite 150, Southlake, TX, 76092
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
Michael is a producing agent for fixed life insurance and has ownership in AMTM Investments, LLC, and Timarron Courtyard, LLC, real estate. He spends about 10% of his time on these endeavors.