Investments Plus LLC
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About
Investments Plus LLC provides discretionary portfolio management and pension consulting to individuals (including high‑net‑worth clients) and employer‑sponsored retirement plans. The firm documents each client's goals, time horizon, and risk tolerance in an Investment Policy Statement and focuses on asset allocation, selection, and regular portfolio monitoring across mutual funds, ETFs, equities, fixed income, REITs, annuities and select non‑U.S. securities.
The firm’s investment approach combines fundamental analysis, modern portfolio theory and technical analysis, with a long‑term trading orientation and occasional use of margin when applicable. The sole advisor reviews accounts at least monthly, seeks to allocate investment opportunities fairly among clients, and provides monthly custodian reports and quarterly written statements.
Distinctive features disclosed in the brochure include that the firm’s principal operates a separate rental‑property business managing five properties, an affiliation the firm notes in Item 10 that could present potential conflicts of interest. The firm does not use third‑party money managers, does not aggregate block trades for multiple clients (which may affect execution quality), and discloses receipt of custodial services and soft‑dollar benefits from certain custodians while permitting client‑directed brokerage.
Client services
Expertise
Fee options
$0 - $499,999: 0.80% $500,000 - $999,999: 0.70% $1,000,000 - $1,999,999: 0.60% $2,000,000 - $2,999,999: 0.55% $3,000,000 - $3,999,999: 0.50% $4,000,000 - $4,999,999: 0.45% $5,000,000 - $5,999,999: 0.40% $6,000,000 - $6,999,999: 0.35% $7,000,000 - $7,999,999: 0.30% $8,000,000+: 0.25%
Main office
200 W. Hwy 6, Suite 611
Waco TX 76712
Advisors at this office
1
Most active in
Texas
Also doing business as
Investments Plus LLC · Kraig & Amy Fields Rentals · Right Investing LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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