Herbert N Kraus

Teamwork Financial Advisors, LLC

9 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth

Teamwork Financial Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

15 advisors

Number of Clients

2,328 clients

Average Client Portfolio

$344K average

Assets Under Management

$800.5M

Fee Structure

Financial Planning:Included in AUM fee

Location

201 W Hillside Rd, Suite 19, Laredo, TX, 78041

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Teamwork Financial Advisors, LLC

January 2022 - Present · 4 yrs 1 mo

Previous Registrations

Teamwork Financial Advisors, LLC

January 2016 - July 2021 · 5 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.