ASSETBUILDER, INC.
Plano, Texas
5.0
2 Reviews
Assetbuilder, Inc. is a reputable investment advisory firm located in Plano, Texas. With a team of nine professionals, including six experienced investment advisors, they provide comprehensive financial services to a diverse clientele. With an average of approximately $112,810,000 in assets under management per investment advisor, Assetbuilder, Inc. aligns with industry standards.
The firm's compensation structure offers various options, including a percentage of assets under management, ensuring transparency and a mutual alignment of interests between the firm and its clients.
Assetbuilder, Inc. primarily focuses on managing ...
See more
Loading...
Assets Under Mgmt
$676.85M
Investment Professionals
6
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
Portfolio management for businesses or institutional clients
Resources
On the Blog
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.