Trey Touchstone is a CFA-designated registered investment advisor at Lifeway Financial Corporation, based in Plano, TX, with 15 years of industry experience. Trey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 168 clients with $360M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The Annual Investment Management fees generally charged by us are 1.00% or less of the fair market value and are negotiable in certain circumstances. In the case of an agreed upon tiered fee schedule, the rate will be a blended rate. For example: 0.80% of the fair market value not exceeding $2.5 million; plus 0.60% of the fair market value exceeding $2.5 million up to $5 million; plus 0.40% of the fair market value exceeding $5 million.
Fee Estimator
Location
One Legacy Town Center, 7160 Dallas Parkway, Suite 520, Plano, TX, 75024
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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.
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Current Registrations
Lifeway Financial Corporation
State Registrations1 state
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