| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fees are negotiable.
6275 W Plano Parkway, Suite 500, Plano, TX, 76093
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Learn about disclosures →John is an independent Texas State life insurance agent and managing partner at LFSG, LLC, selling various insurance products and annuities, dedicating about 10-20% of his time. He is also an IAR at Triumph Wealth Advisors, Inc., providing investment advisory services for third-party money managers, which takes approximately 60-80 hours per month.