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.