Assets Under Management
$3.0B
Number of Clients
11,572
Number of Advisors
78
Average Client AUM
$261K
AUM per Advisor
$38.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Advisor Resource Council offers a wrap fee program with discretionary portfolio management by IARs. Clients can also manage their own wrap accounts. The firm provides access to IARs, investment strategy determination, portfolio monitoring, and periodic performance reviews. They also offer other advisory services like financial planning and retirement plan consulting.
15110 Dallas Parkway, Suite 500, Dallas, TX, 75248