Assets Under Management
$161.4M
Number of Clients
1,510
Number of Advisors
14
Average Client AUM
$107K
AUM per Advisor
$11.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Roberts Wealth Management offers financial planning and discretionary investment advisory services to individuals and high-net-worth individuals. They use sub-advisers for back-office support, trading, and report preparation. Client assets are allocated amongst various securities and investments, and portfolios are continuously monitored and rebalanced.
1650 Highway 6, Suite 250, Sugar Land, TX, 77478