Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1M+ | 1.20% |
Specified rate applies only to assets in that tier. Fees are negotiable.
Fee Estimator
For portfolio management, fees are based on a percentage of assets under management, as detailed in the fee schedule. Financial planning and consulting are charged on an hourly basis (up to $350/hour) or a fixed fee basis (up to $50,000), depending on the scope and complexity. Clients are also responsible for fees charged by financial institutions and third-party money managers.
Areas of Practice
Advisor Information
Office location
106 South Seaman, Eastland, TX, 76448
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
Bret owns a life and health insurance business and is a licensed insurance agent selling life, disability, health, and LTC insurance. He also works as an IAR and registered representative, dedicating full-time hours to Kennedy Financial Services and Calton & Associates, respectively, and about a quarter of his time to horse training.