Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees are negotiated at the outset of an engagement. Annual consulting fees typically range from 0.01% to 0.50% of plan assets depending on the size and complexity of the plan. Clients are usually billed monthly or quarterly in arrears, but some clients are billed a consulting fee based on a negotiated flat fee.
Areas of Practice
Advisor Information
Office location
4424 West Sam Houston Pkwy N, Suite 1000, Houston, TX, 77041
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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 an account executive at Madison Benefits, selling health, disability, and long-term care insurance as well as group employee benefits since 1996. This activity takes more than full-time hours, with most of the time spent during trading hours.