Assets Under Management
$24.0M
Number of Clients
110
Number of Advisors
6
Average Client AUM
$218K
AUM per Advisor
$4.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
11 Financial provides ongoing portfolio management services based on client goals and risk tolerance. They also offer financial planning services covering investment, insurance, tax, retirement, college, and debt/credit planning. They may recommend Betterment LLC as a Sub-Adviser. The firm transitioned from SEC to state registration.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $2.5M | 1.75% |
| $2.5M - $5.0M | 1.50% |
| $5.0M - $7.5M | 1.25% |
| $7.5M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees are generally negotiable.
504 S First St., Lufkin, TX, 75901