Fees for initial financial plans start at $1,000 and depend on the plan's complexity. Subsequent reviews are provided at 50% or less of the original cost, with a minimum of $1,000.
13455 Noel Road, 20th Floor, Dallas, TX, 75240
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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 →Jaime does pro-bono work with military families, dedicating minimal time. Jaime is also a partner at Spectrum Strategies, LLC, a financial planning firm and solicitor for IA services, taking about half of their time, and a partner at Spectrum Wealth Strategies, LLC, a financial services firm, but has no duties there.