BI

Brit Chelsee Inman-Swanson

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
696 clients
Average Client Portfolio
$734K average
Assets Under Management
$511.2M

Fee Structure

Financial Planning:Included in AUM fee
Hourly Rate:$250/hr

Amicus Financial Advisors charges fees for financial planning and investment advisory services, which may be fixed, hourly ($250/hour), or asset-based. The maximum annual advisory fee is 1.5%. Fees are negotiable in limited circumstances. Asset management fees are calculated monthly based on the value of assets under management. Clients may pay fees directly or authorize Amicus to bill the custodian. Insurance products may be offered, generating commissions for advisors, which are disclosed to clients.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Advisor Information

Office location

7021 Kewanee Ave, 4-102, Lubbock, TX, 79424

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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.

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Other Business Activities

Brit is a lawyer who may offer clients advice or products related to this activity. She also serves as a partner in Kyle Swanson Farming operations and as Vice President of Swanky, Inc., a cotton farming business, dedicating about half her time to managing this business.

Employment History
Current Registrations
Amicus Financial Advisors, LLC
March 2018 - Present · 7 yrs 10 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Brit Chelsee Inman-swanson - Financial Advisor | AdvisorDiscover