The Personal Wealth Coach, based out of Salado, TX, is a reputable small investment advisory firm catering to over 190 individual clients. With assets under management exceeding $172,712,000, they possess a robust track record in wealth management. Their comprehensive services extend to both employer 401Ks and individual portfolios, backed by extensive experience in this realm. The firm prides itself on managing 100% of their assets under discretionary authority, allowing clients to entrust their financial well-being confidently.
The Personal Wealth Coach's compensation structure encompasses various options tailored to meet clients' unique needs, including a percentage of assets under management, hourly charges, and fixed fees. This flexible approach ensures that clients can choose the payment method that aligns with their preferences and financial goals.
Comprising three dedicated employees, the firm is characterized by a highly skilled team of professionals. Two of the advisors specialize in providing top-notch investment advisory services, while Jacob Mcclure and Jeffrey Mcclure stand as the firm's longest tenured registered advisors. With an average of $86,360,000 in assets under management per investment advisor, The Personal Wealth Coach performs on par with the industry average, ensuring that each client receives personalized attention and tailored strategies.
In a market saturated with financial advisory options, The Personal Wealth Coach stands out for its proven expertise, solid performance, and commitment to maintaining long-term client relationships. With a focus on delivering exceptional results and fostering financial growth, this Salado-based firm continues to be a trusted partner for individuals seeking expert guidance on their wealth management journey.