FullCircle's advisory fees are based on assets under management and are assessed quarterly in advance. There is a minimum advisory fee of $2,500 per year. The minimum managed account size is $250,000, but both the account minimum and advisory fees are negotiable. Financial planning fees are either fixed or hourly, and are also negotiable, with fixed fees not exceeding $25,000 and hourly rates up to $300 per hour. Clients may also be responsible for additional fees charged by Bill.com for bookkeeping services.
6950 Tpc Drive, Suite 110, Mckinney, TX, 75070
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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 →Brent is an agent for Heritage Capital Strategies, writing life and long-term care insurance business, dedicating a few hours per week. He is also an affiliated broker with Highland Capital Brokerage, selling long-term care policies, and a passive investor in Ironwill Earthworks LLC.