Familywealth Asset Management
Assets Under Management
$180.9M
Number of Clients
424
Number of Advisors
4
Average Client AUM
$427K
AUM per Advisor
$45.2M
Compensation
Fee-Only (AUM)
About This Firm
FamilyWealth Advisers (FWA) provides wealth management solutions to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, foundations, endowments, corporations and small businesses. FWA uses the FamilyWealth™ Platform to provide its IARs with a comprehensive view of Clients’ portfolios. The Platform enables risk management techniques, facilitates a broad range of investment options, and supports better relationships with Clients. Dynamic asset management is a cornerstone of FWA’s investment philosophy.
Fee Structure
This firm's brochure has been updated with new fee and compensation information. Contact the firm for details.
Areas of Practice
Location
1601 Elm Street,, Suite 4310, Dallas, TX, 75201