Financial Gravity Asset Management, INC.
Assets Under Management
$469.1M
Number of Clients
2,261
Number of Advisors
1
Average Client AUM
$207K
AUM per Advisor
$469.1M
Compensation
Fee-Only (AUM)
About This Firm
Financial Gravity Asset Management offers ongoing portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. They use a Real Risk System to align portfolios with client's risk tolerance. Strategies include 4 Alpha (individual equities) and 4 Beta (ETFs). They also offer tax advice and services limited to specific types of investments.
Fee Structure
Fees are negotiable with a maximum annual amount of 2.00% for advisory services and a maximum annual program fee of 0.65%. The total maximum annual fee is 2.65%. The firm also manages held away assets, and there may be an additional cost to the third-party platform used to incorporate these assets. There is a $25,000 account minimum, but it may be waived under certain circumstances.
Areas of Practice
Location
2501 Ranch Road 620 S, Ste. 110, Austin, TX, 78734