Expand Financial, LLC
Assets Under Management
$1.8B
Number of Clients
1,599
Number of Advisors
6
Average Client AUM
$1.1M
AUM per Advisor
$306.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Expand Financial, LLC provides investment advisory services, managing accounts on a discretionary and non-discretionary basis. They offer financial planning, including estate, income tax, charitable, cash flow, wealth transfer, and family legacy objectives. They also offer retirement plan consulting services to employer-sponsored retirement plans and their participants.
Fee Structure
Expand Financial charges a fee for investment management services, including advisory and consulting services. The maximum annual advisory fee is 1.50% of assets managed. Fees are calculated either quarterly or monthly in arrears based on the account values. Flat fees may be negotiated. Financial planning services are included in the investment management fees. Retirement plan fees range from 0.03% to 1.00% asset-based or $100 to $75,000 annually for flat fixed fees.
Areas of Practice
Location
TX, United States