Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Investment management fees are based on a percentage of your assets under management, as detailed in the fee table. Financial planning services are offered for a fixed fee ranging from $10,000 to $100,000, while business consulting services have fixed fees up to $100,000. Fees may be negotiable based on the complexity of services and the overall client relationship.
Areas of Practice
Advisor Information
Office location
4400 State Highway 121, Suite 200, Lewisville, TX, 75056
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 Activities
Thomas is a co-owner of GB Advisors, LLC, which has ownership in Business Financial Group Human Resource Management, and spends minimal time on this. He is also a co-owner of Business Financial Group Human Resource Management, LLC, an HR consulting and payroll processing company, dedicating about 10-20% of his time.