Amicus Financial Advisors, LLC
Assets Under Management
$511.2M
Number of Clients
696
Number of Advisors
20
Average Client AUM
$734K
AUM per Advisor
$25.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Amicus Financial Advisors, LLC is a fee-based financial planning firm offering comprehensive financial planning, insurance planning, tax planning, retirement planning, non-legal trust and estate planning, cash flow management, investment advice, and asset management services. They manage accounts primarily holding mutual funds, ETFs, REITs, individual stocks, or bonds on a discretionary or non-discretionary basis.
Fee Structure
Amicus charges fees for financial planning and investment advisory services, which may be fixed, hourly ($250/hour), or asset-based. Asset-based fees are based on the value of assets under management, with a maximum annual advisory fee of 1.5%. Fees are negotiable in limited circumstances. Insurance products may be offered, generating commissions for advisors, which are disclosed to clients.
Areas of Practice
Location
7021 Kewanee Ave, 4-102, Lubbock, TX, 79424