Assets Under Management
$118.7M
Number of Clients
233
Number of Advisors
3
Average Client AUM
$510K
AUM per Advisor
$39.6M
Compensation
Fee-Only (AUM)
RIA Wealth Advisors provides investment management services to individuals and wealthy individuals on a separate account management basis. They may also furnish advice on financial planning matters. The firm generally has discretion over client accounts.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.10% |
Investment management fees are negotiable.
310 West Main Avenue, Round Rock, TX, 78664