JR
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
632 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$100K
Financial Plan Fee:$1,500 - $5,000
Hourly Rate:$175 - $250/hr
Investment management fees are negotiable, ranging from 0.05% to 1.5% of the account value, billed monthly or quarterly. Financial planning fees are separate and can be fixed ($1,500 to $5,000) or hourly ($175 to $250 per hour). Advisory services for individuals require a $100,000 account minimum, but this may be waived at Daybright's discretion.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
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Advisor Information
Office location
7301 SH 161, Suite 100, Irving, TX, 75039
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Daybright Advisory Services, INC.
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
First Command Advisory Services
December 2015 - May 2017 · 1 yr 5 mos
First Command Financial Planning, INC.
March 2010 - December 2015 · 5 yrs 9 mos
First Command Financial Planning, INC.Broker
February 2010 - May 2017 · 7 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.