Waterloo ATX Investments LLC

HistoryPie Charts Financial was founded out of frustration with the commission and sales culture of the brokerage industry. Fees on advisory-investment accounts are estimated to be 2% (internal operating expenses included). This means a considerable portion of investment earnings are going towards the cost of investing. We thought we could do better! That's why we charge a flat annual-fee in exchange for ongoing financial-planning advice with annual portfolio-investment reviews.SpecialtiesPie Charts Financial is a Registered Investment Advisor firm specializing in personal financial planning and low-cost investing through index-funds, ETFs, and individual bonds and CDs. We charge a flat annual fee vs. charging a percent of assets. We tell you what to buy, how much, and why. You decide where you want to custody (hold your account), and when to implement each piece of the strategy. All plans include annual reviews along with phone/email support throughout the year to handle any

Thompson Investing LLC, based in Austin, TX, specializes in helping busy professionals invest in hassle-free real estate opportunities, allowing them more freedom to live life on their own terms. The company focuses on various niche investments, including multifamily apartments, self-storage properties, industrial assets, and alternative asset strategies. By partnering with experienced operators within specific investment niches, Thompson Investing targets opportunities that provide total returns through cash flow distributions and appreciation, with anticipated holding periods ranging from two to five years. They conduct thorough due diligence and invest alongside their clients to ensure aligned interests and successful outcomes. Generated from the website