Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
Fees are charged quarterly in arrears based on Assets Under Advisement. The minimum account size is $300,000, but fees and account minimums are negotiable. A financial planning fee may be charged instead of ongoing advisory fees. Clients will also be charged fees by the sponsor of each investment, disclosed in the offering documents.
Areas of Practice
Advisor Information
Office location
400 W. 15th St., Suite 700, Austin, TX, 78701
Get directionsRegulatory History
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 →Other Business Activities
Amr works as a consultant for Realized Holdings, focusing on real estate and 1031 consulting, dedicating full-time hours to this role. He also acts as a real estate agent for JBGoodwin, primarily for personal and family transactions, which requires minimal time.