Engrave Wealth Partners, LLC

Engrave Wealth Partners, LLC is a registered investment adviser established in 2017, located in The Woodlands, Texas. The firm offers portfolio management services for individuals, small businesses, and institutional clients, along with financial planning. Engrave Wealth Partners manages assets totaling $664,447,002 on a discretionary basis. The firm's fee schedule ranges from 0.35% to 1.50% per annum based on the scope of work, investment advice, and account complexity. Clients may authorize direct fee deductions. Investment strategies include long-term and short-term purchases, trading, option writing, and alternative investments. Engrave Wealth Partners acts as a fiduciary for ERISA retirement plans, providing services tailored to clients' needs and goals. The firm utilizes fundamental, technical, and cyclical analysis methods, sourcing information from various financial publications and research materials. Engrave Wealth Partners does not charge performance-based fees and does not engage in side-by-side management. The firm does not vote proxies on behalf of clients and has a Business Continuity Plan in place to address potential disruptions.