Top financial advisors in Grapevine, TX
We’ve curated a list of the best financial advisors in Grapevine, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$129,963,000
Number of advisors
4 advisors
| $129,963,000 | 4 advisors | |
| 2 |
Assets under management
$110,100,697
Number of advisors
3 advisors
| $110,100,697 | 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 Grapevine, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grapevine. 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.
Asset Preservation Group Inc
Asset Preservation Group, Inc. is a registered investment adviser with the SEC since October 22, 1999. The firm specializes in providing financial planning services, portfolio management through separately managed accounts, and a third-party asset manager referral program. The firm was established on June 29, 1999, and is owned by Michael Franklin and Vernon R. Billingsley. Asset Preservation Group, Inc. acts as a fiduciary when providing investment advice for retirement accounts, ensuring advice is in the best interest of clients. The firm offers financial planning services covering various areas such as family finances, tax planning, retirement projections, and special needs analysis. For the APG Wrap Fee Program, the annualized fee ranges from 1.00% to 0.65% based on the assets under management. The fees cover transactional costs and commissions on securities trades within the wrap account. Clients have the option to engage third-party asset managers, subject to a minimum initial investment, with fees paid directly to the TPAM. Asset Preservation Group, Inc. does not charge performance-based fees or provide side-by-side management services. Clients have investment discretion, allowing the firm to make portfolio adjustments as needed to maintain investment objectives and risk tolerance. The firm does not vote proxies on behalf of clients and maintains custody of client accounts at TD Ameritrade. Clients receive quarterly account statements and have access to a consolidated summary of all accounts. The firm conducts account reviews periodically or upon client request to ensure continued suitability and appropriateness of investments. Asset Preservation Group, Inc. does not have any disciplinary events to disclose and maintains a strict privacy policy regarding client information.
$129,963,000 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersBox Financial Advisors, LLC
Box Financial Advisors, LLC, established in 2010, offers investment supervisory services tailored to individual client goals, risk tolerance, and time horizon. The firm creates Investment Policy Statements for each client, covering aspects like asset allocation and risk management. Clients may grant discretionary authority for securities selection and transactions. Additionally, financial planning services encompass areas such as investment, tax, retirement, and debt planning, with fees based on a flat or hourly rate. Box Financial Advisors also manages a Special Purpose Vehicle, Concrete Partners, catering to sophisticated investors through private placement offerings. The firm's investment strategies primarily involve fundamental analysis, focusing on factors influencing company value and future earnings. Risks associated with investments include market fluctuations, interest rate changes, and liquidity concerns. The firm, acting as a fiduciary, prioritizes clients' best interests and does not accept compensation for recommending securities. Box Financial Advisors' fee structure for investment advisory services is tiered based on assets under management, with fees paid quarterly or semi-annually. Clients may impose restrictions on investments based on personal values, with a minimum recommended account size of $500,000. The firm does not participate in wrap fee programs and has assets under management totaling $92,585,711 for discretionary amounts.
$110,100,697 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Educational Seminars/workshops
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 Grapevine, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Grapevine. 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.
Your first meeting is free.