Theo Halbardier is a CFP-designated registered investment advisor at The Financial Sciences Company, LLC, based in Frisco, TX, with 7 years of industry experience. Theo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual advisory fee ranges up to 2.50% of assets under management, depending on services, complexity, and asset level. Fees are negotiable. Qualified clients may alternatively elect performance-based fee options.
Fee Estimator
Location
Frisco, 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 →Employment History
Current Registrations
The Financial Sciences Company, LLC
Previous Registrations
Sealy Investment Securities, LLCBroker
Ashford Securities LLCBroker
Emerson Equity LLC
Emerson Equity LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.
Exams
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