Fees are determined separately for each account and are negotiable, depending on factors like asset type, account size, and services provided. Fees are generally based on a percentage of assets under management, charged quarterly or monthly, in advance or arrears. IARs may also charge a flat dollar rate or percentage for managing held-away accounts. Clients may also be charged commissions if the IAR is a registered representative.
Dallas, TX
Get directionsBryan is an associated person of Founders Financial Securities, LLC and operates under the DBA Rigg Wealth Management, LLC, dedicating nearly full-time hours to investment and insurance sales. He also engages in various other business activities, including energy bill review, family asset management, owning an inactive RIA, academic consulting, publishing, and medical/end-of-life consulting.