Assets Under Management
$1.8B
Number of Clients
1,599
Number of Advisors
6
Average Client AUM
$1.1M
AUM per Advisor
$306.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Expand Financial offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. They tailor services to client needs, focusing on family goals, tax strategies, and estate planning. They may use third-party managers and monitor their performance.
TX, United States