Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees range from $1,000 to $10,000 as a fixed fee or $250 per hour, with a minimum fee of $500. Portfolio management fees are negotiable, up to 1.00% of assets under management, payable monthly in arrears based on the average daily balance. A minimum of $250,000 is required to open and maintain an advisory account, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
743 W. Main Street, Coppell, TX, 75019
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 is a licensed independent insurance agent and offers insurance products to advisory clients, receiving commissions. This activity takes about 10-20% of his time.