Find Top Financial Advisors Near Lubbock, Texas
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LUBBOCK FINANCIAL SERVICES, INC.
LUBBOCK FINANCIAL SERVICES, INC.
Lubbock, Texas
Lubbock Financial Services, Inc., a small investment advisory firm based out of Lubbock, TX, is dedicated to providing personalized financial solutions to their clients. With over 100 individual clients and more than $124,988,000 in assets under management, they have established a reputation for delivering exceptional service. Lubbock Financial Services, Inc. understands the importance of tailored financial planning and investment strategies. While they manage a diverse range of accounts, including 401Ks and individual funds, their expertise extends to managing employer funds as well. An impressive 96% of the assets they oversee are discretionary, showcasing their ability to make informed decisions on behalf of their clients. With a compensation structure that includes various options such as a percentage of assets under management, hourly charges, and fixed fees, Lubbock Financial Services, Inc. ensures that their clients have flexibility in choosing the most suitable arrangement for their needs. The firm takes pride in their team of three highly skilled investment advisors, each dedicated to delivering comprehensive investment advisory services. On average, each advisor manages approximately $41,660,000 in assets, illustrating their competence in handling substantial portfolios. Lubbock Financial Services, Inc. boasts a team with extensive experience in the industry. Notable long-serving advisors include Tucker Mack, Brad Pruitt, and Timothy Mack, whose tenure reflects their expertise and commitment to serving clients' financial goals. In summary, Lubbock Financial Services, Inc. is a trusted investment advisory firm in Lubbock, TX, offering personalized financial solutions to a diverse clientele. With their experienced team, substantial assets under management, and commitment to excellence, they are well-equipped to guide clients towards their financial aspirations.
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BONNER & SMITH, LLC
BONNER & SMITH, LLC
Lubbock, Texas
BONNER & SMITH, LLC, headquartered in Lubbock, TX, is a reputable investment advisory firm catering to a diverse clientele. With over 180 individual clients, they oversee an impressive $207,635,000 in assets under management. Despite being a small firm, they possess the necessary expertise to effectively manage employer funds in addition to 401K and individual accounts, which collectively make up less than 30% of their assets. Specializing in discretionary asset management, Bonner & Smith primarily serves high-net-worth individuals, exemplifying their ability to handle substantial portfolios. The firm's compensation structure encompasses various methods, such as a percentage of assets under management, fixed fees, and hourly charges, ensuring flexible options for clients. Employing a team of three highly skilled professionals, all of whom are dedicated to providing exceptional investment advisory services, Bonner & Smith maintains an average of approximately $69,210,000 in assets under management per investment advisor. This figure falls within the industry's average, demonstrating their ability to competently handle their clients' assets. The firm boasts a number of long-serving advisors, including Rusti Pitts, Raymond Bonner, and Susan Smith, whose extensive experience and expertise have contributed to Bonner & Smith's longstanding success. With a single office location, the firm's commitment to personalized service and attention to detail distinguishes them within the investment advisory landscape. In summary, Bonner & Smith, LLC is a distinguished investment advisory firm based in Lubbock, TX, known for managing significant assets for high-net-worth individuals. With their comprehensive compensation structure and a dedicated team of experienced advisors, they have built a solid reputation for delivering exceptional financial solutions to their discerning clientele.
AMICUS FINANCIAL ADVISORS, LLC
AMICUS FINANCIAL ADVISORS, LLC
Lubbock, Texas
Amicus Financial Advisors, LLC is a highly reputable investment advisory firm located in Lubbock, TX. With a team of 18 dedicated professionals, they specialize in providing comprehensive investment advisory services to a diverse clientele. Each advisor at Amicus Financial Advisors, LLC is experienced and knowledgeable, ensuring that their clients receive expert guidance tailored to their unique financial goals. With an impressive average of approximately $264,040,000 in assets under management per investment advisor, Amicus Financial Advisors, LLC outperforms the industry average, showcasing their expertise in managing substantial portfolios. Their compensation structure includes a variety of models, such as a percentage of assets under management and performance-based fees, ensuring that their interests are aligned with those of their clients. The firm boasts a robust client base of over 500 individuals, with assets under management totaling over $353,838,000. While primarily catering to high-net-worth individuals, Amicus Financial Advisors, LLC also possesses the capabilities to manage employer funds, although 401K and individual accounts constitute less than 30% of their assets under management. Amicus Financial Advisors, LLC operates locally, proudly serving the Lubbock community, and maintains ten offices throughout the area. The firm takes pride in its dedicated team, with several of the longest-tenured advisors, including Nelson Gonzalez, Jesus Longoria, and Gregory Maxwell, contributing their vast expertise to the company's success. As a discretionary asset management firm, Amicus Financial Advisors, LLC ensures that all the assets they manage are handled with the utmost care and attention, providing their clients with peace of mind and the confidence to pursue their financial goals.