Firm
Szafran Capital Management
Rowlett, Texas
Fee-only
Szafran Capital Management at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 16 individual clients.
- Its average account is about $220,000 (assets it manages divided by its 54 accounts).
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Rowlett, Texas |
|---|---|
| Phone | (214) 293-4850 |
Szafran Capital Management fees
Szafran Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 16 |
| Accounts managed | 54 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 13, 2021 |
| SEC record | CRD 146157 |
Advisors at this firm (1)
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