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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management. For financial planning and consulting services, fees are negotiable, generally ranging from $3,000 to $20,000 annually or $350 to $395 hourly. Fees are negotiable based on factors like assets invested, complexity, and servicing needs. Similar clients could pay different fees.
Areas of Practice
Advisor Information
Office location
2626 Howell St, Suite 700, Dallas, TX, 75204
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 Activities
Jeffrey works for LGT Financial Advisors, LLC as an investment advisor in an administrative/operations role. This takes about half of his time and does not occur during securities trading.