Threadgill Financial offers investment advice regarding securities and insurance. They focus on helping clients develop and execute plans to build and preserve wealth through portfolio management. Threadgill primarily invests in individual stocks and may hold large sums of cash if stock prices are viewed as too high. Clients are responsible for notifying Threadgill of any changes to their financial situation or goals.
Assets Under Management$400M
Clients381
Advisors2
Avg. per Client$1M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees may be negotiable based upon certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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