Overview
Assets Under Management: $566 million
Headquarters: HOUSTON, TX
High-Net-Worth Clients: 133
Average Client Assets: $3.8 million
Frequently Asked Questions
INVESTEC WEALTH STRATEGIES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109417), INVESTEC WEALTH STRATEGIES is subject to fiduciary duty under federal law.
INVESTEC WEALTH STRATEGIES is headquartered in HOUSTON, TX.
INVESTEC WEALTH STRATEGIES serves 133 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, INVESTEC WEALTH STRATEGIES offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
INVESTEC WEALTH STRATEGIES manages $566 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, INVESTEC WEALTH STRATEGIES serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 133
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.35%
Average Client Assets: $3.8 million
Total Client Accounts: 901
Discretionary Accounts: 868
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 109417
Filing ID: 1179985
Last Filing Date: 2018-03-30 06:50:00