Teamwork Financial Advisors, LLC
Assets Under Management
$800.5M
Number of Clients
2,328
Number of Advisors
15
Average Client AUM
$344K
AUM per Advisor
$53.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Teamwork Financial Advisors, LLC offers asset management with ongoing supervision, and financial planning services, including written plans and consultations. They may refer clients to affiliated firms for legal, tax, and insurance services. Investment advice is tailored to individual needs, but they cannot guarantee specific financial outcomes.
Fee Structure
Fees for asset management are based on a percentage of assets under management, billed monthly in arrears. The highest fee is 1.6%. Fees are negotiable based on client factors. Financial planning fees range from $250 to $2,500, paid in advance. In certain circumstances, clients will not be billed for financial planning. Teamwork also directs clients to third-party money managers, receiving a portion of their fees. For AEWM, the total fee ranges from 0.68% to 1.18%.
Areas of Practice
Location
8 Dominion Drive Bldg 100-103, San Antonio, TX, 78257