Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The firm charges a maximum annual wrap fee of 2.35% for the Asset Management Program. Fees are negotiable at the firm's sole discretion. Third-party managed programs have varying fees, but the combination of advisory fees will not exceed 2.5%. There is no set minimum account balance to open an account. Some advisor representatives may earn commissions from insurance products or through Lion Street Financial, LLC.
Areas of Practice
Advisor Information
Office location
2400 Dallas Parkway, Ste 100, Plano, TX, 75093
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
Braiden works as a Client Solutions Manager at Peak American Financial Group, Inc., focusing on insurance sales since 2022. This activity is investment-related.