Portfolio management fees are negotiable and based on the average daily balance of assets, billed monthly in arrears. A portion of the fee is paid to third-party model providers (0.00% to 0.35% annually). There's also an annual $100 administrative and technology fee per account ($8.33/month). Financial planning fees are either fixed (up to $10,000) or hourly (up to $300). Self-directed brokerage account fees are fixed at up to $200/year.
Katy, TX
Get directionsNo 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 →Christopher works as an insurance agent selling life insurance, health insurance, disability, long-term care, and annuities since 2013. This takes about half of his time, with most of the hours occurring during securities trading hours.