A complete list of active advisors currently associated with Bollinger Wealth Management LLC
Warmer can help you find a great advisor at Bollinger Wealth Management LLC or one who fits your needs even better.
Bollinger Wealth Management provides portfolio management and ongoing financial planning to individuals, high-net-worth individuals, trusts and estates, overseeing approximately $15.36 million in discretionary assets. Client work includes individualized Investment Policy Statements, regular portfolio monitoring, and, for selected clients, personal income tax return preparation offered as a premium service. The firm generally operates with discretionary trading authority and conducts quarterly reviews and client reporting through Orion Advisor Services, with implementation guided by each client’s IPS. Its investment approach combines multiple methods of analysis (fundamental, quantitative, technical, charting, and modern portfolio theory) and employs both long- and short-term strategies, including options, margin, short sales and allocations to alternatives such as private placements, venture capital, real estate funds, and cryptocurrencies. Distinctive aspects include a relatively concentrated client roster that yields a higher asset-per-client profile and the uncommon inclusion of tax-preparation services within its advisory offering. The brochure also discloses in-house management of client assets (no third‑party sub‑advisers), custody and brokerage relationships with Schwab Institutional (and related research/support benefits), and explicit attention to cryptocurrency exposure and its specific risks.
To learn more about the advisors currently working at Bollinger Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Plano, TX
| 8
|
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