Advisor Resource Council
Assets Under Management
$3.0B
Number of Clients
11,572
Number of Advisors
78
Average Client AUM
$261K
AUM per Advisor
$38.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Advisor Resource Council offers a wrap fee program with discretionary asset management. Clients can choose their IAR to manage their wrap account. The firm also offers other advisory services such as financial planning and retirement plan consulting. Fees are negotiable.
Fee Structure
This firm offers a wrap fee program where you pay a single fee for investment advice and transaction costs. The maximum annual fee is 2.50% of assets under management or a flat annual fee, both are negotiable. Clients are also responsible for custodial fees and internal expenses of investment products like mutual funds and ETFs.
Areas of Practice
Location
15110 Dallas Parkway, Suite 500, Dallas, TX, 75248