Mandi Applegate is a registered investment advisor at Family Dynasty Advisors LLC, based in Lubbock, TX, with 3 years of industry experience. Mandi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 368 clients with $52M 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 | 0.65% |
A minimum annual fee of $500 is assessed if the calculated fee is less than $500. The firm may invest client assets in the Tactical Advantage ETF, for which they also collect a management fee ranging from 0 to 0.46%.
Fee Estimator
Location
4601 S. Loop 289 Suite 7, Lubbock, TX, 79424
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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
Family Dynasty Advisors LLC
State Registrations1 state
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