David Henry Disraeli Dba Lifeplan Associates is an adviser based in Cedar Park. It manages $9 million of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.
David Henry Disraeli Dba Lifeplan Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of David Henry Disraeli Dba Lifeplan Associates is $9 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay David Henry Disraeli Dba Lifeplan Associates for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where David Henry Disraeli Dba Lifeplan Associates performs its advisory services is located at 2614 Corabella Pl., Cedar Park, TX 78613 The mailing address of the firm is 1525 Cypress Creek Rd., Cedar Park, TX 78613. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 512-334-6650 or by fax 512-857-0844. The normal business hours are 9:00 to 5:00 cst on Monday - Friday. You can find more information about the New York firm at www.lifeplanassociates.com.