David Henry Disraeli Dba Lifeplan Associsates (Austin)

David Henry Disraeli Dba Lifeplan Associsates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

David Henry Disraeli Dba Lifeplan Associsates: assets under management

The assets under management (AUM) of David Henry Disraeli Dba Lifeplan Associsates is $9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 125% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $272.73 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay David Henry Disraeli Dba Lifeplan Associsates for their services and products based on a percentage of assets under management and hourly charges. 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 Austin

The principal office where David Henry Disraeli Dba Lifeplan Associsates performs its advisory services is located at 11940 Jollyville Suite 200 S, Austin, TX 78759, 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 512-334-6650 or by fax 512-857-0844. The normal business hours are 9:00 to 5:00 cst on Monday - Friday. You can find more information about the New York firm at www.lifeplanassociates.com.

Registered investment advisers similar to David Henry Disraeli Dba Lifeplan Associsates

• Investellect
• Booth Creek Capital Management
• Heritage Advisory Services
• Financial Planning Services
• Portfolio Analytics
• Chescor International
• Tag Virgin Islands
• Scenic Wealth Management
• Madison Financial Group
• Petersen Carl F
• David Henry Disraeli Dba Lifeplan Associates
• Sigma Asset Management, L.L.C
• First Allied Asset Management
• Foresee Management
• Asset Administration Group U S.