Advisor at Money Concepts Capital Corp
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Money Concepts Capital Corp
Location
Longview, TX 75605
Credentials
Series 63, Series 65
Industry experience
27 years
$10,000 - $999,999: 1.30% annually (0.325% quarterly) for GPS – Retirement Plan Network and World Class Pension Program $1,000,000 - $2,999,999: 1.00% annually (0.25% quarterly) for GPS – Retirement Plan Network and World Class Pension Program $3,000,000 - $4,999,999: 0.90% annually (0.225% quarterly) for GPS – Retirement Plan Network and World Class Pension Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) for GPS – Retirement Plan Network and World Class Pension Program $10,000,000+: 0.60% annually (0.15% quarterly) for GPS – Retirement Plan Network and World Class Pension Program $10,000 - $49,999: 1.80% annually (0.45% quarterly) for Managed Allocation Program (Variable Annuities) $50,000 - $99,999: 1.60% annually (0.40% quarterly) for Managed Allocation Program (Variable Annuities) $100,000 - $499,999: 1.50% annually (0.375% quarterly) for Managed Allocation Program (Variable Annuities) $500,000 - $999,999: 1.25% annually (0.3125% quarterly) for Managed Allocation Program (Variable Annuities) $1,000,000+: 1.00% annually (0.25% quarterly) for Managed Allocation Program (Variable Annuities) $10,000 - $999,999: 1.30% annually (0.325% quarterly) for MAP Advisor Assisted Program $1,000,000 - $2,999,999: 1.00% annually (0.25% quarterly) for MAP Advisor Assisted Program $3,000,000 - $4,999,999: 0.90% annually (0.225% quarterly) for MAP Advisor Assisted Program $5,000,000 - $9,999,999: 0.75% annually (0.1875% quarterly) for MAP Advisor Assisted Program $10,000,000+: 0.60% annually (0.15% quarterly) for MAP Advisor Assisted Program
Commission-based compensation from sale of securities and insurance products in broker-dealer and insurance capacities
Hourly consulting fees negotiated individually, up to $450/hour
Account minimum: $10,000 (varies by program, see detailed program minimums) Minimum fee: Minimum quarterly fee of $62.50 for GPS programs; minimum quarterly fee for financial planning ranging from $250-$1,000 depending on program Fee-only: Financial planning fees negotiated individually; minimum quarterly fee $250-$1,000 depending on program
Money Concepts Capital Corp
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, EA, RICP®
Longview, TX
Belonging Wealth Management
I help you plan your optimum retirement income strategy. You’ve saved your whole life for retirement, and now it’s time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future. I live in East Texas with my wife and two kids. I am a former professor and take a teaching approach with my clients as well. No two retirements are the same, so your retirement plan will require some custom-fitting. I want you to understand everything we do so that you can help me understand the best plan for you. I am also an Infantry Major in the Arkansas Army National Guard.
CFP®
Longview, TX
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We love the process of partnering with individuals to discover their personal path to a fulfilling financial future. We always tell our clients—we make recommendations, you make decisions. We offer effective tools and clear guidance to help you make retirement what you want.
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