Directional Advisors is an independent registered investment advisor founded in 2020 and based in Lewisville, Texas. The firm provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. Directional Advisors uses a unique goals-based investment approach that links portfolio recommendations directly to each client's specific financial objectives and incorporates business cycle analysis to manage risk. The firm primarily focuses on exchange-traded funds, mutual funds, equities, bonds, and other fixed-income securities. Directional Advisors acts legally in your best interest as a fiduciary and does not require a minimum account size to get started.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are subject to negotiation based on asset size, future deposits, and service complexity.