Investment management fees range from 0.25% to 3%, as agreed upon by both parties. Financial planning fees range from $1,500 to $5,000, based on the complexity of the case. 401(k) advisory services are billed at a negotiated rate of up to $1,050 per year. Investment consultation fees are up to $500 per hour. Clients using the TAMP program will be charged an additional asset-based fee ranging from 0.13% to 0.85%. All advisory fees are negotiable.
Commonwealth Centre, 2040 North Loop 336 W, Suite 125, Conroe, TX, 77304
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