Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management or fixed fees, depending on the services provided. Financial planning fees range from $10,000 to $15,000 annually. Investment management fees range from 1.00% to 1.50% annually, charged quarterly in advance. Fees are negotiable and may be waived or reduced at the firm's discretion. Lower fees for comparable services may be available elsewhere.
Areas of Practice
Advisor Information
Office location
735 Plaza Blvd., Suite 100, Coppell, TX, 75019
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
Chase sells insurance products, dedicating minimal time to this activity. He also works full-time as a financial planner for CFO4LIFE Group, LLC and spends about 10-20% of his time as a registered representative with Ausdal Financial Partners, Inc.