Brit Inman-Swanson is a registered investment advisor at Amicus Financial Advisors, LLC, based in Lubbock, TX, with 7 years of industry experience. Brit operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 696 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable in limited circumstances.
Fee Estimator
Location
7021 Kewanee Ave, 4-102, Lubbock, TX, 79424
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brit is a lawyer who may offer clients advice or products related to this activity. She also serves as a partner in Kyle Swanson Farming operations and as Vice President of Swanky, Inc., a cotton farming business, dedicating about half her time to managing this business.
Employment History
Current Registrations
Amicus Financial Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.