BLAND GARVEY WEALTH ADVISORS, LLC

Richardson, Texas
4.8
4 Reviews
Bland Garvey Wealth Advisors, LLC, located in Richardson, TX, is a distinguished investment advisory firm catering to high net worth individuals. With over $166,723,000 in assets under management, they serve a clientele of more than 50 individual clients. Their expertise lies in discretionary management, with 100% of the assets they handle falling under this category. While Bland Garvey Wealth Advisors primarily focuses on managing the wealth of high net worth individuals, they also possess the capability to oversee employer funds, although such accounts make up less than 30% of their assets under management. The firm operates ou...
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Assets Under Mgmt

$166.72M

Investment Professionals

4

Locations

0

% 401K & Individual

8%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: CONSULTING
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