Assets Under Management
$467.2M
Number of Clients
1,745
Number of Advisors
45
Average Client AUM
$268K
AUM per Advisor
$10.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Financial Gravity Family Office Services provides financial planning and investment management services tailored to client needs. Planning covers cash flow, debt, investments, employee benefits, goals, college savings, insurance, retirement, tax, and estate planning. Investment management is discretionary and based on client goals and risk tolerance.
2501 Ranch Road 620 S, Ste 110, Lakeway, TX, 78734