Assets Under Management
$595.2M
Number of Clients
492
Number of Advisors
18
Average Client AUM
$1.2M
AUM per Advisor
$33.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Moss, Luse & Womble provides fee-based portfolio management and financial planning services. They use a tactical allocation strategy to reduce risk and increase performance, primarily recommending exchange-traded funds and mutual funds. They also offer financial planning services, including an initial consultation and ongoing monitoring.
5160 Tennyson Parkway, Suite 2000W, Plano, TX, 75024