Constant Wealth Management, LLC
Constant Wealth Management, LLC (CRD# 173284) is a financial advisory firm headquartered in , . They manage $22,012,000 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management22MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$524,095
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
James Schaeffer (CRD# 6547559) is an Investment Advisor Representative working at Constant Wealth Management, LLC in Wichita Falls, TX and has 1 year of experience in the finance industry.
Charles Constant (CRD# 2247839) is an Investment Advisor Representative working at Constant Wealth Management, LLC in Dallas, TX and has over 8 years of experience in the finance industry.