Privus Financial, LLC
Assets Under Management
N/A
Number of Clients
106
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fixed/Hourly
About This Firm
Privus Financial, LLC is a registered investment advisor in Irving, Texas, offering personalized financial planning services covering various topics like cash flow management, estate planning, education planning, and tax management. They also assist clients in selecting third-party investment advisers (TPAs), considering factors like risk tolerance and investment objectives. Privus does not manage client assets directly but reviews TPA reports and communicates with clients.
Fee Structure
Privus charges for financial planning services either through a fixed monthly fee (up to $2,500) or a percentage of the portfolio's value (up to 1.00% annually). The payment option is based on the client's preference and is negotiable. If the percentage fee option is selected, the fee is billed quarterly in arrears. Privus also shares in the fee paid to the Third Party Advisers (TPAs) that they recommend to clients, up to 50% of the total annual asset management fee that the TPA charges.
Areas of Practice
Location
Tower 909 Building, 909 Lake Carolyn Parkway, Suite 330, Irving, TX, 75039