Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TPA charges fixed fees for financial planning and consulting, ranging from $1,500 to $250,000, depending on the services provided. Investment management fees are based on a percentage of assets under management, varying between 0% and 2.00%. Some legacy clients may be billed under a prior fee schedule. For web-based portfolio management services, an additional 0.15% fee is added, along with a one-time $500 implementation fee. TPA may negotiate fees based on certain criteria.
Areas of Practice
Advisor Information
Office location
121 Countryside Court, Suite 140, Southlake, TX, 76092
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
Jeffrey is an insurance agent selling traditional insurance products since 2006, dedicating about a quarter of his time to this activity. He is also a partner in a commercial real estate business, owns rental property, is an investor in a software startup, and serves as a board member for two organizations.