Inscription Family Office, LLC
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Overview
Inscription Family Office, LLC operates as an advisory firm located in Houston, Texas. The company has a small group, including 4 financial advisors. Inscription Family Office, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as equities, options and bonds.
Inscription Family Office, LLC's main office is located at 2925 Richmond Avenue, Houston, Texas 77098. The firm is allowed to serve investors in the state of Texas.
Number of Advisors
Disclosures
Office Location
Inscription Family Office, LLC by the Numbers
4
Products and Services
Services that Inscription Family Office, LLC provides can include financial planning services and other services. Notably, the firm did not provide any of its clients with financial planning services in the last fiscal year. The firm is engaged in selling products or offering services aside from investment advisory services to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually depend on the type of financial services provided. Fee types charged by Inscription Family Office, LLC likely consist of the following fee types: asset-based or fixed. The company does not participate in a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Disclosures
Inscription Family Office, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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