Assets Under Management
$30.1M
Number of Clients
62
Number of Advisors
4
Average Client AUM
$486K
AUM per Advisor
$7.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Exos Wealth Strategies, LLC is an investment advisory firm. Several of their investment advisor representatives are also licensed insurance agents and may recommend insurance products on a commission basis, creating a potential conflict of interest. The firm may also recommend investments in EXOS HYFI Fund, LLC.
TX, United States