Billy Clements
Billy Clements is a registered investment advisor at Financial Security Services Group, INC., based in Highland Village, TX, with 39 years of industry experience. Billy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 313 clients with $77M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.55% |
| $150K - $350K | 1.35% |
| $350K - $700K | 1.25% |
| $700K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.5M | 0.80% |
| $2.5M - $4.0M | 0.70% |
| $4M+ | 0.60% |
Annual fee may be negotiable based on various criteria.
Fee Estimator
Location
2900 Village Parkway, Suite 330, Highland Village, TX, 75077
Get directionsHistory
Regulatory 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 →Employment History
Current Registrations
Financial Security Services Group, INC.
Previous Registrations
Calton & Associates, INC.Broker
Dominion Portfolio Management, INC.
Dominion Investor Services, INC.Broker
Titan Securities
Titan SecuritiesBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
Ing Financial Partners, INC.Broker
Ing Financial Partners, INC
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
Bma Financial Services, INC.Broker
Dean Witter Reynolds INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.