WATERLOO CAPITAL
Austin, Texas
Waterloo Capital is a leading local investment advisory firm based out of Austin, Texas. With a robust presence encompassing four offices, they have established themselves as a trusted partner in the financial industry. Comprising a team of 24 dedicated professionals, Waterloo Capital's strength lies in the expertise of their 16 investment advisors who provide comprehensive advisory services. With an impressive average of approximately $46,590,000 in assets under management per investment advisor, Waterloo Capital's performance aligns with the industry average. Their compensation structure is diverse, incorporating various method...
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Assets Under Mgmt

$745.51M

Investment Professionals

16

Locations

3

% 401K & Individual

17%

% Discretionary

83%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Commissions
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other Business Activities
Insurance broker or agent
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