75074, Plano, Texas - December 6, 2016
Retirement Planning & IRAs1.25 to 2.00 percent of assets under management
$150.00 to $200.00 fee only (hourly rate)
See ADV Part 2 Brochure - Section 5:
http://texaseliteadvisory.com/assets/adv_part2_tea.pdf
Reported by:
Vern Bell, Texas Elite Advisory, LLC |
75074, Plano, Texas - December 6, 2016
Financial Planning2.00 percent of assets under management
We are a fee only advisory. We charge 2% of Assets Under Management (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.
Reported by:
Vern Bell, Texas Elite Advisory, LLC |
75074, Plano, Texas - December 6, 2016
Financial Advisors - Stocks & Bonds2.00 percent of assets under management
We are a fee only advisory. We charge 2% of Assets Under Management (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.
Reported by:
Vern Bell, Texas Elite Advisory, LLC |
75074, Plano, Texas - December 6, 2016
Financial Advisors - Asset Management2.00 percent of assets under management
We are a fee only advisory. We charge 2% of Assets Under Management (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.
Reported by:
Vern Bell, Texas Elite Advisory, LLC |
75074, Plano, Texas - December 6, 2016
401-k Rollover Assistance2.00 percent of assets under management
We are a fee only advisory. We charge 2% of AUM (negotiable). The fee payment arrangement varies with which broker dealer the client chooses.
Reported by:
Vern Bell, Texas Elite Advisory, LLC |
75248, Dallas, Texas - January 6, 2016
Financial Advisors - Stocks & Bonds2.00 to 2.50 percent of investment purchased
I charge commissions on a transactional basis
Reported by:
Richard West, GS Wealth Management |
75248, Dallas, Texas - January 6, 2016
Education Planning & 529 Plans4.75 to 5.25 percent of investment purchased
The fees are associated with the mutual funds that are selected for the plan.
Reported by:
Richard West, GS Wealth Management |
75248, Dallas, Texas - January 6, 2016
Business 401K & SEP Plans0.45 to 0.85 percent of investments purchased
I assist in the implementation, education of a companies qualified retirement accounts. This is managed by a third party administrator.
Reported by:
Richard West, GS Wealth Management |
75248, Dallas, Texas - August 20, 2015
401k Plans2.00 to 2.50 percent of investments purchased
I work on a transaction basis. My portfolio positions are geared toward generating growth through Dividend Stocks complemented with Investment Grade Preferred and Municipal Stocks.
Reported by:
Richard West, GS Wealth Management |
75248, Dallas, Texas - August 11, 2015
401-k Rollover Assistance2.00 to 2.50 percent of investments purchased
I charge based on transactions. Because I invest in Increasing Dividend based equity positions coupled with Municipal and Preferred Stocks I don't believe in high or even marginal book turnover.
Reported by:
Richard West, GS Wealth Management |
75252, Dallas, Texas - April 13, 2015
Financial Advisors - Asset Management1.00 to 5.00 percent of assets under management
Reported by:
ProMatcher Research Team |