Intrua Financial
Assets Under Management
$1.2B
Number of Clients
3,227
Number of Advisors
36
Average Client AUM
$376K
AUM per Advisor
$33.7M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Intrua Financial provides investment advice, asset management, financial planning, and retirement plan advisory services to individuals, high net worth individuals, trusts, estates, corporate pension and profit-sharing plans, charitable organizations, and small businesses. The firm's minimum account opening balance is $10,000, which may be negotiable.
Fee Structure
Intrua Financial charges fees for asset management, held away account services, third-party money managers, financial planning/consulting, and qualified retirement plan advisory services. The minimum account opening balance is $10,000, which may be negotiable based upon certain circumstances.
Areas of Practice
Location
3737 Buffalo Speedway, Suite 400, Houston, TX, 77098