Assets Under Management
$511.2M
Number of Clients
696
Number of Advisors
20
Average Client AUM
$734K
AUM per Advisor
$25.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Amicus Financial Advisors, LLC provides comprehensive financial planning, insurance planning, tax planning, retirement planning, non-legal trust and estate planning, cash flow management, investment advice, and asset management services. They work with clients to determine their goals and develop a personalized Investment Policy Statement (IPS).
7021 Kewanee Ave, 4-102, Lubbock, TX, 79424