Alan Scher is a registered investment advisor at Financial Gravity Family Office Services, LLC, based in Lakeway, TX, with 1 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 1,724 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Gravity Family Office Services may direct clients to Financial Gravity Asset Management, Inc. or other sub-advisors. The total annual fee for these services will not exceed 2.00% of the assets managed. This fee includes both the sub-advisor's fee and Financial Gravity's fee. The fees are negotiable within the indicated limits. Fees are charged monthly, in arrears, and debited from the client's account with written authorization.
Location
2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Alan is the VP of Operations at Advanced Marketing Strategies, LLC, providing management of accounting practice, controllership, and bookkeeping services, dedicating about a quarter of his time. He is also a Partner & Director of Tax & Accounting at Scher Group, PLLC, dedicating nearly full-time hours, and a Sole Proprietor & Co-Owner involved in residential rental activities, dedicating minimal time.
Employment History
Current Registrations
Financial Gravity Family Office Services, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.