| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.55% |
Fees may be negotiable.
4400 State Highway 121, Suite 200, Lewisville, TX, 75056
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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 →Thomas is a co-owner of GB Advisors, LLC, which has ownership in Business Financial Group Human Resource Management, and spends minimal time on this. He is also a co-owner of Business Financial Group Human Resource Management, LLC, an HR consulting and payroll processing company, dedicating about 10-20% of his time.