Bankplus Wealth Advisors
Jackson, Mississippi
4.8
6 Reviews
Bankplus Wealth Advisors, based out of Jackson, MS, is a local investment advisory firm dedicated to helping individuals and businesses navigate the complex world of wealth management. With a team of 17 highly skilled professionals, including 11 experienced investment advisors, they offer comprehensive financial solutions tailored to their clients' unique needs. With an impressive average of approximately $291,130,000 in assets under management per investment advisor, Bankplus Wealth Advisors stands out as a leader in the industry. Their compensation structure is diverse, encompassing various methods such as a percentage of asset...
See more
Loading...

Assets Under Mgmt

$113.71M

Investment Professionals

11

Locations

0

% 401K & Individual

51%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Disclosures
Now the subject of a civil proceeding involving previous disclosures
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.