Collin Lafollette is a registered investment advisor at Bent Tree Trust Advisors, LLC, based in Richardson, TX, with 21 years of industry experience. Collin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for assets of $10,000,000 and over. DKE will retain up to a maximum of 0.25% of the asset management fees charged to the client.
Fee Estimator
Location
Richardson, TX
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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 Activities
Collin is a partner in KDL Medical Inc. as an investor only, dedicating minimal time to this non-investment related activity.
Employment History
Current Registrations
Bent Tree Trust Advisors, LLC
Previous Registrations
Money Concepts Capital CORP
Intersecurities, INC.
H&r Block Financial Advisors, INC.
Money Concepts Capital CORP
Investacorp Advisory Services INC
State Registrations1 state
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.