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Chris Mankoff, CFP®
JTL Wealth Partners

Tel: 972-800-2321
550 Reserve St
Suite 190
Southlake, TX 76092
JTL Wealth Partners | Financial Advisor in Southlake ,TX

About Chris Mankoff

Chris believes that when it comes to forecasting a financial future, the best way to is to create a plan for it. By engaging everyone in a methodical “my future and beyond” planning process, he can provide the necessary blueprints that are required to pursue the desired outcomes for their wealth. Chris also believes that a “great plan” must also include optimizing the investments that are incorporated into the plan. To maximize the value of each client relationship, Chris focuses on strategies that can help identify or implement the reduction of portfolio expenses, minimizing capital gains distributions, tax harvesting opportunities, strategic diversification of concentrated holdings, striving to enhance total portfolio income, as well as many other investment strategies for high net worth individuals.


About JTL Wealth Partners

At JTL Wealth Partners, our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets. We do this by creating and implementing strategies tailored to their unique goals. We are driven to provide our clients with uncluttered, professional advice that enhances their quality of life and leads to sustained and actionable solutions.

We offer thorough counsel on each client's wealth management issues. Our goals are: - To provide clients with clarity - To educate - To make significant and tangible progress toward every client's financial goals

We are our client's financial advocate. We strive to organize and simplify life in such a way that maximizes the family's enjoyment of their wealth now and in the future.

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General Information

Firm Start Year:   1994
No.of Employees:   5-9
Insurance License#:   14910466
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   TX
Number of Years with Current Firm:   2
Work Experience:   Chris is a partner at JTL Wealth Partners and has earned the CERTIFIED FINANCIAL PLANNER. His journey into the world of wealth management and financial planning started in 2009. He has worked for one of the worlds largest global financial institutions, as well as one of the worlds largest online investment platforms. Over the course of his career, by using the Golden Rule as a core value, he has helped individuals plan for and pursue their financial goals. He has the vast ability to work with high net worth individuals or business owners, and can communicate with CPAs, attorneys, insurance agents and benefits coordinators to help ensure synergy amongst each of the client's advisors.
Work with the following types of clients:   Businesses, Individual Investors
Advisory Services Provided:   Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Money Management, Wealth Management, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Retirement Planning

Services

Investment Types:   Mutual Funds, Bonds, Options & Futures, Insurance, Stocks, Exchange Traded Funds (ETFs), Alternative Investments, Annuities, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Phone, Your Home, Our Offices, Video Conference, Our Office

Qualifications & Memberships

Insurance and Annuity Licenses:   Health, Variable Life, Annuity, Disability, Long Term Care, Variable Annuity, Life

Firm Information

Assets Managed by Firm:   $200,000,000
Assets Managed by Advisor:   25,000,000

Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee, Hourly, Based on Assets

Education

Bachelors  University of North Texas - Denton, Texas
05/01/2003-05/31/2008

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Faqs

Do you have a customer satisfaction or refund policy?

All of the services provided are based upon an at-will policy. We earn our clients and their families trust each and every day. If we do not live up to our clients expectations, any fees that were billed in advance for services will be refunded upon termination of the relationship.

Why should I choose you as my financial advisor?

At JTL Wealth Partners we deliver a team of credentialed, educated, experienced and action-oriented advisors, including CERTIFIED FINANCIAL PLANNER practitioners (CFP®), a Certified Public Accountant (CPA), as well as Insurance Specialists, and a network of Estate Planning Attorneys that are dedicated to helping you achieve your goals. We can coordinate financial planning, estate planning, investment management and risk management, all in-house.

What are your qualifications? What is your education background?

I graduated from the University of North Texas and hold the CERTIFIED FINANCIAL PLANNER designation that I obtained through Pepperdine University. Through LPL, I hold the Series 7, Series 66, and General Lines Life & Health & Annuities licenses.

How do you charge for your services?

Hourly or a flat annual fee based upon assets under management. We do not charge a fee on assets that are not under management such 401(k) or 403(b) plans, or assets held in a self-directed investment account. We do not offer proprietary mutual funds or hedge funds, thus avoiding a significant conflict of interest. We only select investment vehicles from the available universe of securities that we believe are best-in-class for our client's needs, so our compensation is the same regardless of which investments we recommend.

How are you compensated? How will I pay for your services?

My annual compensation is determined based upon the revenue generated from assets under management. All management fees are assessed on a quarterly basis and deducted quarterly from the cash balance from the portfolio.

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Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

Have a clean record


Criminal Disclosures in Last 5 years:

Have a clean record


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