F
$17.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · T. Rowe Price
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2016
- Office Locations
- 1
Office Locations
-- Dallas TX
About Financial Consulting Services
Financial Consulting Services is a Dallas-based advisory practice providing personalized, comprehensive financial planning and portfolio management. The team serves families and individuals, corporate executives, business owners, and pre/retirees, tailoring plans to goals, time horizon, and risk tolerance. Their investment approach emphasizes analytical risk management, asset allocation, and ongoing portfolio balancing, explained in plain English.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
10.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Insight Vertex Radial Catalyst bridge
Client Personas
Signal Beacon Element horizon
Custodian
Bridge value
Investment Themes
Eagle
Investment Vehicles
Fusion
Services
Frontier Matrix Catalyst atlas Ridge Radial Signal Pathway matrix
Owner & Executives
D
DONALD LEE LASETER
Chief Compliance Officer
- CRD
- #6460125
- Ownership
- 75% or more
(497) 976-5799
quantum.insight@glaciercapital.com
in linkedin.com/in/element-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,982,568 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,982,568 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,982,568
Equity - Exchange:
83.7% Cash:
16.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $7,133,963,620 | 83.7% |
| Cash | $1,389,290,406 | 16.3% |
| Total | $8,523,254,026 | 100.0% |