| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.02% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
5001 Spring Valley Rd, Suite 810W, Dallas, TX, 75244
Get directionsNo 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 →Alisha is a licensed insurance agent since 2011, which is related to her investment advisor role. She is also a financial planner and spends a few hours per week on pro bono activities.