Joel Hays is a registered investment advisor at Dfs Advisory, based in Denton, TX, with 23 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 137 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.50% |
Schedule is for assets custodied at Schwab. Fees are negotiable. For assets custodied at Betterment, the tiered schedule is: Up to $999,999: 1.00%; $1,000,000 to $2,999,999: 0.90%; $3,000,000 to $4,999,999: 0.75%; $5,000,000 to $9,999,999: 0.65%; $10,000,000 and above: 0.50%
Fee Estimator
Location
1204 Bent Oaks Ct., Ste. 120, Denton, TX, 76210
Get directionsHistory
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
Joel is a shareholder/agent producer at Distinct Financial Solutions Inc, selling casualty, life, health insurance, and annuities since 2005. This takes nearly full-time.
Employment History
Current Registrations
Dfs Advisory
Previous Registrations
Bfc Planning, INC.
Securities Management & Research, INC.Broker
State Registrations1 state
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