Doctors Financial Services

Company Description (LinkedIn): We offer comprehensive financial services dedicated to Doctors and High Net Worth Business Owners . Our mission is to assist our clients to achieve financial peace of mind by providing comprehensive wealth planning strategies accompanied with highly tax efficient structures, investments and insurance that grow and protect their wealth providing the ability to maintain their lifestyle in the present and the future. Ultimately, preserving their legacy that can be passed to future generations.

• ⏳ Active Since: 2015
• 📍 Location: Houston, Texas
• 🔢 Employee Count: 4
• 👥 Followers: 32

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Publication of periodicals or newsletters
• Market timing services

💲 Compensation Options

• A percentage of assets under your management
• Performance-based fees

Accounts

• 💰 Total AUM ($Millions): 19
• 🧾 Number of accounts: 171
• 🛍 Average Account Size: 112253

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.doctorsfs.com