Exos Wealth Strategies, LLC
Assets Under Management
$30.1M
Number of Clients
62
Number of Advisors
4
Average Client AUM
$486K
AUM per Advisor
$7.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Exos Wealth Strategies, LLC is an investment advisory firm. They provide investment advisory and supervisory services in accordance with state regulatory requirements. Several advisors are also licensed insurance agents and may recommend insurance products on a commission basis.
Fee Structure
Financial Planning:Investment management only
This firm's advisors may receive additional compensation based on the amount of assets they bring to the firm and the number of clients they introduce. Some advisors are licensed insurance agents and may receive commissions from the sale of insurance products.
Areas of Practice
Investment ManagementInsurance Planning
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Location
TX, United States