Advocates Wealth Planning

Assets Under Management

$374.5M

Number of Clients

175

Number of Advisors

4

Average Client AUM

$2.1M

AUM per Advisor

$93.6M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Advocates Wealth Planning provides financial planning and discretionary investment management. Financial planning services include cash flow analysis, retirement analysis, tax planning, and estate planning. Investment management uses a diversified, global portfolio approach with mutual funds and ETFs. Portfolios are customized based on client circumstances and rebalanced periodically.

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.20%
$500K - $1.0M0.90%
$1.0M - $2.0M0.70%
$2.0M - $5.0M0.50%
$5.0M - $10.0M0.40%
$10M+0.40%

Fees negotiable for accounts over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
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Location

920 Memorial City Way, Suite 250, Houston, TX, 77024

4 Advisors at this firm