Lori Eads is a registered investment advisor at Bland Garvey Wealth Advisors, LLC, based in Richardson, TX, with 19 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 116 clients with $200M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees may be assessed based on the total balance of all accounts for members of the client's family (husband, wife and children) or related businesses.
Fee Estimator
Location
1202 Richardson Drive, Suite 203, Richardson, TX, 75080
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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 →Other Business Activities
Lori is a CPA and shareholder at Bland, Garvey, Eads, Medlock & Deppe, P.C., an accounting firm, since 1994. Lori spends nearly all of her time on this activity.
Employment History
Current Registrations
Bland Garvey Wealth Advisors, LLC
State Registrations1 state
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