Wealth Solutions, Inc.
Wealth Solutions, Inc. (CRD# 35331) is a financial advisory firm headquartered in Austin, TX. They manage $60,000,000 in 1,500 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts1,500ACCOUNTS
Average Account Value$40,000
- 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
Richard Blair (CRD# 2256412) is an Investment Advisor Representative working at Wealth Solutions, Inc. in Austin, TX and has over 25 years of experience in the finance industry.