Jacquelyn Girling is a CFP-designated registered investment advisor at Bannerman Wealth, based in Lewisville, TX, with 5 years of industry experience. Jacquelyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 161 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bannerman Wealth Management Group charges an annual fee based on the value of your portfolio, ranging from 0.30% to 1.00%. The specific rate is negotiated and depends on factors like account size and complexity. For retirement plans subject to federal retirement plan rules, the fee ranges up to 0.50% annually.
If your portfolio is less than $750,000, you'll pay a flat monthly fee of $400 plus the asset-based fee, subject to a minimum quarterly fee of $600. If your portfolio is $750,000 or more, you'll pay the greater of the asset-based fee or $2,500 per quarter.
Location
2560 King Arthur Blvd, Suite 124-46, Lewisville, TX, 75056
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bannerman Wealth
State Registrations1 state
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