The Personal Wealth Coach
The Personal Wealth Coach (CRD# 144588) is a financial advisory firm headquartered in Salado, TX. They manage $187,134,683 in 787 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management187MILLION
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Total Number of Accounts787ACCOUNTS
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Average Account Value$237,782
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, LA, TX, VA
Financial Advisors at The Personal Wealth Coach
1
Jacob McClure (CRD# 2740184) is an Investment Advisor Representative working at The Personal Wealth Coach in Salado, TX and has over 20 years of experience in the finance industry.
2
Jeffrey McClure (CRD# 1089802) is an Investment Advisor Representative working at The Personal Wealth Coach in Salado, TX and has over 41 years of experience in the finance industry.
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