Paratus Financial, INC.
Assets Under Management
$701.3M
Number of Clients
89
Number of Advisors
1
Average Client AUM
$7.9M
AUM per Advisor
$701.3M
Compensation
Fixed/Hourly
About This Firm
Paratus Financial provides custom financial planning services to high-net-worth individuals, families, trusts, estates, retirement plans, endowments, corporations, and charitable organizations. Services include investment recommendations, performance review, risk analysis, retirement planning, tax planning, and estate planning.
Fee Structure
Fees are based on hourly rates and incorporated into annual fixed fee contracts. Hourly rates range from $80 to $700 per hour depending on the complexity of the work and the experience of the employees involved. Directors' fees range from $185 to $700 per hour. Associates' fees range from $80 to $400 per hour. All fees are paid directly by clients in advance of work progression. A client may terminate a contract at any time, at which point a full refund of all unearned fees will be returned to the client.
Areas of Practice
Location
5220 Mckinney Ave Ste 200, Dallas, TX, 75205