| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.30% |
Wealth Builder Challenge Program has a minimum monthly fee of $417, not to exceed $1,042 per month. Minimum fee waived for children of current Wealth Management Consulting clients.
515 South Carroll Blvd, Denton, TX, 76201
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 →David is an adjunct finance professor at the University of North Texas since 2010, spending about 10-20% of his time educating students on personal finance topics. While the curriculum includes insurance, this activity itself does not involve selling insurance products.