Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Asset management fees are charged monthly, in arrears, based on the average daily balance of the account, and will not exceed 2.00% annually. This fee is negotiable. The firm also charges $250 per hour for financial planning, which is also negotiable. Pension consulting services are 1.00% of plan assets, also negotiable. There may be additional charges for data aggregation on retirement plan investments (typically 30 bps per annum). The minimum account size is $25,000, but this is negotiable.
Areas of Practice
Advisor Information
Office location
2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734
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
Alan is the VP of Operations at Advanced Marketing Strategies, LLC, providing management of accounting practice, controllership, and bookkeeping services, dedicating about a quarter of his time. He is also a Partner & Director of Tax & Accounting at Scher Group, PLLC, dedicating nearly full-time hours, and a Sole Proprietor & Co-Owner involved in residential rental activities, dedicating minimal time.