Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.45% |
Fees may be reduced or waived at the sole discretion of the Advisor. These fees may be negotiated at the sole discretion of the Advisor.
Fee Estimator
You will pay an annual advisory fee of up to 0.45% of the assets managed. This fee is payable quarterly. Fees may be reduced or waived at the advisor's discretion and are negotiable. Financial planning monitoring services are offered for a fixed monthly fee ranging up to $855, plus $100 for each additional business owned, for a minimum of five months. Excess time spent on monitoring may be billed at $260 per hour. Pension consulting services are included in the financial planning monitoring fees. Separate fees are charged for plan design, installation, and administration services for 401(k) and cash balance plans.
Areas of Practice
Advisor Information
Office location
5160 Tennyson Parkway, Suite 2000W, Plano, TX, 75024
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
Jason is a member of MLWK Holdings, an accounting software company, since 2019. He spends minimal time on project management for this non-investment related activity.