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Secretx Assets

Headquartered in AUSTIN, TX

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Firm Information

Secretx Assets is an investment advisor based in [Location]. They manage $23,000 in assets for 2 clients, primarily high-net-worth individuals. Secretx Assets offers portfolio management services for individuals. They have 1 investment advisor representative on staff.

Secretx Assets

$23,000

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (1)

SECRETX ASSETS has a total of 1 branch locations across the country.
location

AUSTIN, TX

Advisors at Secretx Assets

View All 1 Advisors
Unclaimed
Joshua Zane Epstein

RA

AUSTIN, TX

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Disclosures

There are no public disclosures for Secretx Assets.

Frequently Asked Questions (7)

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