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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Merrill Lynch · Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-07-2019
- Office Locations
- 1
Office Locations
About Investments Plus LLC
Investments Plus LLC is a Waco, TX registered investment adviser serving retail clients with holistic financial planning and ongoing investment advisory. The firm supports budgeting, college and retirement planning, and estate planning, and also provides insurance-oriented planning. Portfolios emphasize asset allocation using mutual funds and ETFs with return and volatility monitoring; client assets are held through major custodians such as Schwab and Fidelity.
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
AMY TORIAN FIELDS
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2480560
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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