Frequently Asked Questions

Our fees are based on AUM (Assets Under Management) and range from .35 to .90 basis points. We believe this structure to be some of the lowest fees in the industry, and we pride ourselves on helping our clients keep more of their investment in their pocket. Click here to learn more about our fees.

We are a fee-only advisor, which means we are compensated solely by the fees we charge for our advisory services, and we do not earn commissions or other forms of compensation from recommending specific investment products. By being a fee-only advisor, we are able to provide you with unbiased and objective advice solely focused on your best interests. That way, you can trust that our recommendations are not influenced by any potential conflicts of interest related to commissions or third-party incentives.

To keep our costs low and pass those savings on to you, we keep our closely vetted and highly experienced team of about 4-5 advisors at any given time. We believe keeping our staff tight and efficient allows us to pass the savings along to our clients—unlike much larger firms with big staffs that must charge higher fees to stay in business. We believe you need the personal touch of just a single personal advisor and a client service representative to take care of your needs.

We’ve proudly served the Dallas/Fort Worth metroplex and communities nationwide since 2007. Many of our personnel have been here since the beginning and proudly still serve clients today. We started with a humble idea of investing in a way that was simple, transparent, and kept costs low—and it’s been working for our clients for over 17 years.

We subscribe to an index-based approach combined with low costs and fees. Please speak with an advisor for more information on our investment strategy and how it can meet your needs.

Yes, we regularly rebalance your portfolio to ensure you maintain diversification and risk tolerance, save on costs, and enhance overall returns.

Yes we do. It's essential to make sure your portfolio stays aligned with your current financial objectives. Throughout our lives, emergencies strike, situations change—life happens. Therefore, we periodically check to ensure you're on the right track to meeting your goals.

There is a $350,000 minimum to invest with us.

Yes, AssetBuilder proudly adheres to the Fiduciary standard. Being a fiduciary means that we are legally and ethically obligated to always act in your best interests when providing investment advice and managing your portfolio. This fiduciary duty is a fundamental part of how we work with clients, and we believe it is essential for building a trusting and transparent relationship.

Our firm does not offer investment products directly. Instead, we focus on providing a unique combination of financial, tax, estate and retirement planning. We can offer guidance on investment strategies, asset allocation, risk management, and other financial planning aspects to help you navigate the complex world of investing. If you have any questions or would like to discuss how we can assist you with your financial planning needs, please reach out.

Our firm does not offer annuities at this time. While annuities can provide certain benefits, such as guaranteed income streams or principal protection, they also come with potential drawbacks, such as high fees, complex terms and conditions, and limited liquidity. Instead of annuities, we can explore alternative investment options and strategies that suit your needs and preferences better. Our approach is to provide tailored investment advice, asset allocation recommendations, risk management strategies, and ongoing portfolio monitoring to help you achieve your financial objectives in a transparent, cost-effective way that is aligned with your best interests.

Typically, within the same business day. If not, you should receive a response within 1-2 business days. If you are still waiting to hear from your advisor after two business days, please call us at 972-535-4040.

Our firm believes in empowering clients with financial freedom, and we know that talented people like you can help us achieve this goal. We would be honored to have you as a part of our team and make contributions to our cause. Please share your updated resume and cover letter with us at ABmail@assetbuilder.com and let us know what motivates you to work with us. We look forward to hearing from you!