Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
55 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

Fees are negotiated at the outset of an engagement. Annual consulting fees typically range from 0.01% to 0.50% of plan assets depending on the size and complexity of the plan. Clients are usually billed monthly or quarterly in arrears, but some clients are billed a consulting fee based on a negotiated flat fee.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

1826 N. Loop 1604, Suite 375, San Antonio, TX, 78248

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Higginbotham Retirement Advisors, INC.
January 2019 - Present · 7 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Matthew Buss - Financial Advisor | AdvisorDiscover