Tori Hagen
Tori Hagen is a registered investment advisor at Brindle & Bay Financial Advisors, LLC, based in Frisco, TX, with 3 years of industry experience. Tori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 147 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.30% |
Management fee is negotiable based on account size, services offered and individual client circumstances.
Fee Estimator
Location
5899 Preston Rd, Ste. 1103, Frisco, TX, 75034
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Tori is a licensed insurance agent selling life insurance since April 2022. This activity takes a few hours per week during trading hours and involves reviewing policies.
Employment History
Current Registrations
Brindle & Bay Financial Advisors, LLC
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.