Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are calculated monthly based on the average daily balance of your account. The maximum annual advisory fee is 1.5%. Financial planning and consulting services are included in the investment management fees for investment management clients, with no additional fees. There is no minimum requirement for investable assets.
Areas of Practice
Advisor Information
Office location
10000 North Central Express Way, Suite 1350, Dallas, TX, 75231
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
Toby is the Chief Wealth Planner and owner of EQ Wealth Advisors LLC, dedicating full-time hours to this role. Toby also works as an agent for PKS Financial, selling fixed/traditional insurance products, dedicating minimal time to this activity.