WEALTH BENEFIT ADVISORS, LLC
Houston, Texas
3.0
2 Reviews
Wealth Benefit Advisors, LLC is a small investment advisory firm based out of Houston, TX. With over 100 individual clients and more than $190,680,000 in assets under management, they specialize in providing comprehensive financial planning and investment management services. While 401K and individual accounts make up less than 30% of their assets, Wealth Benefit Advisors, LLC possesses the expertise to effectively manage employer funds. Impressive enough, 92% of the assets they oversee are discretionary, reflecting their clients' trust in their decision-making capabilities.
Catering primarily to high net worth individuals, Wealt...
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Assets Under Mgmt
$190.68M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
Resources
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