Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are charged hourly (up to $500/hour) or as a flat/project-based fee (typically not exceeding $75,000). These fees are negotiable when bundled with implementation. Advisory account management fees are also negotiable, not exceeding 2.7%. Transaction-based accounts have lower custodial fees but charge per transaction. Asset-based accounts have higher custodial fees that include transaction costs. AIM strategies have varying fees detailed in the representative's ADV Supplement. A minimum planning fee of $100 is required. Wrap-fee programs require account values of at least $15,000.
Areas of Practice
Advisor Information
Office location
6020 East Fulton, Ada, MI, 49301
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
Barry is involved in life, health, and disability insurance sales and servicing policies through Thomason Financial Group since 2007. He dedicates a few hours per week to this activity during trading hours.