Assets Under Management
$88.8M
Number of Clients
65
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$44.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Traditions Wealth Advisors offers personalized financial planning, wealth management, and customized investment management. Services include financial objective determination, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, estate planning, and business planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
2700 Earl Rudder Frwy S., Suite 2600, College Station, TX, 77845-5037