Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees for asset management and financial planning are negotiable based on the scope and complexity of services. Asset management fees are calculated as a percentage of assets under management. Financial planning fees are contracted on an hourly, project, or flat-fee basis. Corporate Solutions fees for retirement plans are charged as a percentage of plan assets or a flat fee. A platform fee of 0.25% is added to asset management fees.
Areas of Practice
Advisor Information
Office location
14221 Dallas Parkway, Suite 100, Dallas, TX, 75254
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
John sells non-variable, health, and group health insurance, dedicating a few hours per week. He also provides investment advisory services through Fuse Partners, LLC, an independent investment advisor firm, spending nearly full-time hours on this activity.