Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee varies between 0.50% and 1.50%, depending upon the market value of the assets under management and the type of investment management services to be rendered. TFS, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
5666 Seminole Blvd, Suite 146, Seminole, FL, 33772
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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 ActivitiesSells Insurance
Alan is a partner at Targeted Financial Services LLC, working on client relations, investment allocations, insurance review, and bookkeeping. He is also an insurance agent, selling life, health, and accident insurance, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Targeted Financial Services, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
Genworth Financial Securities CorporationBroker
C. J. M. Planning CORP.Broker
Securities Service Network, INC.Broker
Liberty Securities CorporationBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Mds Securities IncorporatedBroker
MML Investors Services, INC.Broker
Guardian Investor Services CorporationBroker
Penn Mutual Equity Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.