Business Description

Company founder and owner Carl Bonn founded Hill Country Retirement Planning (HCRP) as a premier, independent fee-based investment advisory and asset management services firm. Carl's vision uses the fee-based, advisor-client relationship model where investment decesions and recommendations are made strictly with clients' best interests in mind.

Being an independent fee-based advisor means that Carl does not receive free trips from mutual fund companies or derive any income for using specific investments. Instead HCRP screens mutual funds with a heavy emphasis on identifying managers whose funds have generated stong, consistent performance over extended periods of time. Also, since Carl is paid a small percentage fee of the clients' total assets under management, he is motivated with the clients to see the portfolio values increase. Carl collects no other fees or commissions and is bound by ongoing fidicuiary duty to keep his clients' best interests in mind as he manages investment accounts on their behalf.

Most important to HCRP is the fact that you will always have free access to call with questions or advise concerning all your investment needs.

General Information

Gender:

Male

CRD#:

4480233

Firm CRD#:

12963

Name of Broker/Dealer:

Money Concepts Capital Corp.

States Licensed in:

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Individual Investors

Education

Academic Background

BBA - University of Texas at Austin

Services

Investment Types:

1031 Exchanges, Bonds, Stocks, Annuities, Mutual Funds, Options & Futures, Alternative Investments, Real Estate

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Financial Consultant (RFC)

Securities Licenses:

Series 7

Insurance and Annuity Licenses:

Annuity

Firm Information

Number of Advisors in Office:

Up to 10 employees

Compliance

Registered Representative:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-based financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

$250,000

Compensation Methods:

Based on Assets

Fee % Based on Assets:

1.30%

Hourly Rate:

$50

Additional Details on Charges:

There is a fee for any initial consultation.

Management fee depends on the complexity of your investments:
1.3 percent on assets less than $1,000,000;
1.0 percent on assets over $1,000,000.

Prepared By:

Carl Bonn