Think818, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Think818 serves individuals, trusts, estates, and sponsors of employee retirement plans, providing retirement plan consulting, financial planning (offered both as a standalone engagement and included for advisory clients), and investment advisory services that connect clients to third‑party money managers. The firm also hosts educational workshops and circulates newsletters to clients and prospective clients at no additional cost.
Instead of directly managing individual portfolios in-house, Think818 assesses clients’ financial circumstances, risk tolerances, and goals and then recommends allocations among several third‑party sub‑advisers and model portfolios, using quantitative and qualitative criteria to select and monitor managers. Implementation may be discretionary or non‑discretionary depending on the selected sub‑adviser, and clients may impose reasonable investment restrictions on their accounts.
Noteworthy aspects include the firm’s regular reliance on third‑party sub‑advisers for portfolio implementation and its provision of free educational seminars, a feature that is less common among independent peers. The brochure also discloses solicitor and fee‑sharing relationships with sub‑advisers and that the principal operates a separate insurance business (transitioning to a new entity), which the firm identifies as a potential conflict of interest.
Client services
Expertise
Fee options
Financial planning standalone fees generally range from $1,500 to $3,500, fixed fee mutually agreed upon.
$0+: 0.25% to 2.20% per year (variable depending on third-party manager and strategy) +: Think818 receives 0.25% to 1% of the overall asset management fee from third-party managers, negotiable and dependent on portfolios and service levels
Advisory professionals may receive commission-based compensation for selling insurance products.
Account minimum: $200,000
Main office
Dallas TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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