Courtney Pregler is a registered investment advisor at Tolleson Private Wealth Management, based in Dallas, TX, with 13 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 222 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tolleson Private Wealth Management charges a fee based on the value of your assets for financial advisory services, ranging from 0.40% to 1.00% per year, paid monthly or quarterly. They also offer discretionary fixed income portfolio management for 0.20% per year, paid monthly or quarterly. Fees are negotiable and may vary based on your situation, relationship size, and the complexity of your financial plan. If a third-party investment manager is used, an additional fee of 0.25% per year may apply.
Location
5500 Preston Road, Suite 250, Dallas, TX, 75205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tolleson Private Wealth Management
Previous Registrations
Argentus Advisors, LLC
State Registrations1 state
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