Assets Under Management

$24.0M

Number of Clients

110

Number of Advisors

6

Average Client AUM

$218K

AUM per Advisor

$4.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

11 Financial provides ongoing portfolio management services based on client goals and risk tolerance. They also offer financial planning services covering investment, insurance, tax, retirement, college, and debt/credit planning. They may recommend Betterment LLC as a Sub-Adviser. The firm transitioned from SEC to state registration.

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1000K2.00%
$1.0M - $2.5M1.75%
$2.5M - $5.0M1.50%
$5.0M - $7.5M1.25%
$7.5M - $10.0M1.00%
$10.0M - $25.0M0.75%
$25M+0.50%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & CoachingHigh Net Worth
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Location

504 S First St., Lufkin, TX, 75901

6 Advisors at this firm

11 Financial | TrueAdvisor