Expand Financial, LLC is a registered investment advisor based in Waco, Texas, with additional offices in Colorado. The firm manages private client wealth management portfolios on both a discretionary and non-discretionary basis, meaning they can make trades on your behalf or consult with you first depending on your agreement. Expand Financial creates personalized financial plans addressing retirement, estate planning, taxes, charitable giving, and cash flow. The firm also offers advisory and consulting services for employer-sponsored retirement plans. Expand Financial primarily allocates client assets across equities, exchange-traded funds, and mutual funds, and may utilize third-party investment managers or sub-advisors when appropriate. The principal owner of the firm is July Business Services Holdings, LLC.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual advisory fee is 1.50% of managed assets. Fees may vary based on account size, complexity, and portfolio activity, and are negotiable in certain cases.