Assetbuilder, Inc.

**AssetBuilder, Inc. Summary:** Established in 2006, AssetBuilder, Inc. is a registered investment and asset management advisory service based in Plano, Texas. The firm specializes in offering risk-managed portfolios comprised of mutual funds, ETFs, and cash investments. AssetBuilder's investment strategy is influenced by Modern Portfolio Theory, focusing on asset allocation to balance risk and reward. The firm employs a "buy and hold" approach, discouraging market timing. AssetBuilder is a fee-only registered investment advisory firm, not accepting commissions or finder's fees. Clients have control over investment decisions and may engage other professionals as needed. The minimum account size for new clients is $350,000, with exceptions for certain cases. The firm's services include investment management and financial planning, with fees based on assets under management or fixed/hourly rates. AssetBuilder uses Charles Schwab as the qualified custodian and Dimensional Fund Advisors for investment products. The firm has a Business Continuity Plan in place for disaster recovery. Advisors at AssetBuilder are experienced and hold professional designations. The firm's Code of Ethics ensures client interests are prioritized, and clients receive regular performance reports and account reviews. For more information, visit www.assetbuilder.com or contact [email protected].