Top financial advisors in Lewisville, TX
We’ve curated a list of the best financial advisors in Lewisville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$100,244,481
Number of advisors
5 advisors
| $100,244,481 | 5 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 Lewisville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lewisville. 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.
Bannerman Wealth
Bannerman Wealth Management Group LLC is a registered investment adviser founded in 2009 and solely owned by the Joshua K. Bannerman Revocable Trust. The firm offers discretionary investment management services tailored to clients' financial conditions, goals, and risk tolerance. Additionally, they provide comprehensive financial planning services covering various financial aspects. The firm primarily uses Dimensional Fund Advisors' funds in their model portfolios, following Modern Portfolio Theory and Efficient Market Hypothesis. Clients are charged an asset-based fee ranging from 0.5% - 1.5% annually for investment management services, with a minimum quarterly account fee of $600. Financial planning services are subject to a negotiated fixed fee ranging from $4,500 - $10,000 annually. Bannerman Wealth Management Group LLC does not accept performance-based fees or engage in side-by-side management. The firm serves individuals, high-net-worth individuals, trusts, estates, business entities, charitable organizations, and pension and profit sharing plans. There is no minimum account size, but minimum account fees apply. The firm does not participate in wrap fee programs and acts as a fiduciary for retirement accounts. Clients are encouraged to review their accounts regularly, and the firm does not have custody of client funds unless authorized. Bannerman Wealth Management Group LLC does not accept authority to vote client securities and has no financial conditions impairing its ability to meet commitments. No disciplinary events are reported in the brochure.
$100,244,481 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
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 Lewisville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Lewisville. 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.