Wealth Planning & Managament, Inc. (Houston)

Wealth Planning & Managament provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, security ratings or pricing services, and market timing services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Planning & Managament: assets under management

The assets under management (AUM) of Wealth Planning & Managament, Inc. is $40.55 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $37.28 million in discretionary accounts and $3.27 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $127.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $148.53 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Planning & Managament, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Houston

The principal office where Wealth Planning & Managament, Inc. performs its advisory services is located at 3050 Post Oak Blvd., Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 713-961-1999 or by fax 832-204-4664. The normal business hours are by appointment on Other. You can find more information about the New York firm at lifeplanninggroup.intranets.com.

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