Top financial advisors in Grand Prairie, TX
We’ve curated a list of the best financial advisors in Grand Prairie, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$103,903,479
Number of advisors
3 advisors
| $103,903,479 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Grand Prairie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Prairie. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
S&s Wealth Management
S&S Wealth Management LP is a registered investment adviser firm based in Texas, established in 2004. The firm offers personalized investment advisory services tailored to individual client needs. Clients can choose between discretionary and non-discretionary account management options. Investment strategies include long-term purchases, short-term purchases, and trading, with a focus on tactical investment strategies. The firm may engage independent investment managers to handle client assets based on designated objectives. Regarding fees, S&S Wealth Management LP charges annualized fees ranging from negotiable to 1% of assets under management, billed quarterly. The firm does not charge performance-based fees. Clients are required to establish brokerage accounts with Schwab for custody and trading services. The firm does not receive soft dollar benefits but may receive access to Schwab's institutional services, which include research and technology tools. S&S Wealth Management LP does not vote proxies on behalf of clients and generally does not handle proxy voting responsibilities. The firm maintains a Code of Ethics and does not engage in principal transactions. Clients have the option to engage in discretionary asset management services, allowing the firm to place trades without prior client approval. The firm does not require payment of fees in advance and has not been subject to bankruptcy proceedings in the past ten years. For any inquiries or further details, clients can contact the Chief Compliance Officer, Stacey Smith, at 817-276-8090 or [email protected].
$103,903,479 under management
3 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesPersonal Money Management Counseling/financial Analysis
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Grand Prairie, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grand Prairie. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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