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Fees

Asset Under Management (AUM) Fee:

  • For investments less than $1 million: 1.5% all-inclusive AUM fee.
  • For investments of $1 million or more: 1% all-inclusive AUM fee.
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Subscription-Based Service:

  • Standard Annual Fee: $2,500/year.

Additional Information:

Please note that these fees are subject to change and may vary based on individual circumstances. We encourage you to contact our team for personalized fee information based on your specific needs and investment goals.

We will help you stay the course!

We offer the support and guidance of experienced advisors who can help you navigate the process of creating a plan for your financial success

Location

RIA Office – 3900 S Stonebridge Dr., Suite 1104, McKinney TX 75070

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Frisco Business Solutions Group Inc DBA FBS Securities is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.