Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BDT charges a one-time financial planning fee of up to 1.5% of gross annual income, negotiable based on plan complexity. Ongoing wealth management services are billed up to 3% of gross annual income, paid quarterly in arrears. BDT directs clients to third-party investment advisers like Howard Capital Management, American Trust, 401GO, and Sonnet, LLC, with advisory fees up to 2.20% or 1.90% of assets under management, shared equally between BDT and the third-party adviser. These advisory fees are generally negotiable.
Areas of Practice
Advisor Information
Office location
11440 W. Bernardo Ct, Suite 102, San Diego, CA, 92127
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
Howard is a licensed independent insurance agent selling health and life insurance since 2018, dedicating about 10-20% of his time to this activity. He also serves as co-trustee of a trust, president of Cogent Insights Advertising, LLC, and vice president/treasurer of Southern Belle, LLC, spending minimal time on each and receiving no compensation.