  
|
|
Find Member | |
|
 
Member Magazine Request Free Issue Latest Posts:Is Cost/Benefit Dead?... Why should RFCs become sp... |
Home >
Member Search >
Member Results >
View Profile
Member Profile 
Todd Hickman
, RFC®
AGA Tax and Retirement Advisors The Calder Lillian Building 1391 Calder Avenue Beaumont, TX 77701 USA Phone: 409 840 6900 Fax: 409 840 6905 Email: todd@savemyretirement.com Website: http://savemyretirement.com Fee Range or Basis: Core Strategies $25,000 - $500,000 1.70% $500,001 - $1,500,000 1.55% $1,500,001 - $2,500,000 1.40% $2,500,001 and greater 1.25% Satellite Strategies/Multiple Strategies First $500,000 1.90% $500,001 - $1,500,000 1.75% $1,500,001 - $2,500,000 1.60% $2,500,001 and greater 1.45% Asset-Based Fee Schedules USA Tax Sector Rotation Portfolio $100,000 - $500,000 2.75% $500,001 - $1,500,000 2.55% $1,500,001 - $2,500,000 2.35% $2,500,001 - $3,000,000 2.20% $3,000,001 and greater negotiable USA Tax Tactical Asset Allocation Portfolio $100,000 - $500,000 2.40% $500,001 - $1,500,000 2.20% $1,500,001 - $2,500,000 2.00% $2,500,001 - $3,000,000 1.85% $3,000,001 and greater negotiable Reporting Account Fee Schedule USA Tax Reporting Accounts All Accounts 0.50% TBD Financial Planning Fee - Varies Qualifications: BBA Years Experience: 30 Designations: RFC® Professional Associations: IARFC, NAIFA Financial Services Offered: Business Coaching Business Planning Employee Benefits Estate Planning Exec Comp. Plans Family Offices Pension Planning Portfolio Management Retirement Planning Seminars/Workshops Tax Planning Tax Returns Prep. Financial Products Offered: Annuities Buy/Sell Plans CDs, Banking, Etc Disability Income Ins. Group Benefits Healthcare Accounts Life Insurance Long Term Care Ins. Medical Insurance Mortgage Loans Mutual Funds Stocks & Bonds Statement of Services: Ask me about principal protection strategies. Tax and Retirement Advisor $79 1040 ages 50+ (409) 840-6900 or toll free (866) 728-3697. Mention you saw this via IARFC and get 50% off on your income tax preparation services. We keep later business hours during tax season, so give us a call even if it's after our normal closing time! |
     
For Email Marketing you can trust
| |||||||||||||||
| Back | Top |
Copyright ©2013 IARFC. All Rights Reserved. |
