AG
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
35 advisors
Number of Clients
1,833 clients
Average Client Portfolio
$924K average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$100K
Financial Planning:Investment management only
The firm's fee for portfolio management is based on a percentage of the total assets managed. The minimum investment is $100,000, but this may be waived at the firm's discretion. Fees are billed quarterly in advance and are negotiable depending on client circumstances. External accounts reporting fees are also charged based on unmanaged assets. Performance-based fees may also apply.
Areas of Practice
Investment Management
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Advisor Information
Office location
2700 Post Oak Blvd, Office 21-152, Houston, TX, 77056
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Vectorglobal Iag, INC.
April 2017 - Present · 8 yrs 9 mos
Vectorglobal WmgBroker
November 2016 - Present · 9 yrs 2 mos
Previous Registrations
Actinver Wealth Management, INC.
December 2011 - December 2016 · 5 yrs
Actinver Securities, INC.Broker
March 2010 - December 2016 · 6 yrs 9 mos
Base Securities, LLCBroker
August 2009 - March 2010 · 7 mos
Franklin/templeton Distributors, INC.Broker
November 2008 - May 2009 · 6 mos
Templeton/franklin Investment Services,inc.Broker
November 2008 - May 2009 · 6 mos
Alliancebernstein Investments, INC.Broker
January 2005 - October 2008 · 3 yrs 9 mos
First Capital Securities, INC.Broker
July 2004 - December 2004 · 5 mos
Banorte Securities International, Ltd.Broker
August 2001 - May 2004 · 2 yrs 9 mos
State Registrations9 states
CACTFLIAILMDMITXWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.