I am considering transferring some investments I have managed by a different company to CS. Our 401k is also with CS so it may improve ease of tracking and managing. Looking to see if there are any experienced Aggie advisors in the area that are willing to discuss options.

I'm an independent fee-only advisor at a small firm in Austin. We custody client accounts at Schwab, and use a few of their funds. Just for comparison sake at Schwab your advisor might have 150-200 clients to keep track of, and likely does not offer holistic advice and financial planning. Most are not credentialed either. Our firm has three advisors (Two CFP & CFA) for about 130 clients total. Of course our minimums are likely higher than Schwab though, but we're willing to talk to anyone to see if we can help point you in the right direction.

They're the best.

How would I get in touch with you?

Www.bellwm.com

Ask for Mark