Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers both wrap-fee and non-wrap fee programs. In a wrap fee program, clients pay a single, bundled fee that covers investment advisory services and the execution of transactions. In a non-wrap fee program, the advisory fee does not include trade execution costs or other service charges, and these costs are incurred separately by the client. Variable annuities are excluded from wrap fee program billing.
Areas of Practice
Advisor Information
Office location
14221 Dallas Parkway, Suite 100, Dallas, TX, 75254
Get directionsRegulatory History (3)
Financial
November 2017Customer Dispute
November 2008Customer Dispute
September 2007Other Business ActivitiesSells Insurance
Donald owns Balefire LLC RIA, which he uses for corporate 401(k) plan advisory and private wealth advisory services, dedicating nearly full-time hours to it. He is also an agent for Lion Street, selling fixed/traditional insurance products a few hours per week, and owns Balefire LLC Insurance Services, providing fixed insurance and non-securities insurance planning for private wealth clients, taking about a quarter of his time.