Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are negotiable, ranging from $500 to $25,000 as a fixed fee, or $100 to $500 per hour. Ongoing financial planning support ranges from $25 to $300 per month or $75 to $900 per quarter for individuals, and $25 to $2,000 per month or $75 to $6,000 per quarter for businesses.
Areas of Practice
Advisor Information
Office location
9800 Richmond Ave, Ste 140, Houston, TX, 77042
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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
Antonio is an insurance agent with Brokers Clearing House since May 2023, selling fixed life and fixed annuities. He also works as an insurance agent selling life, health, and annuity products, dedicating full-time hours to these activities.