Ian Hurwitz
Ian Hurwitz is a registered investment advisor at Hurwitz Associates, INC., based in Houston, TX, with 43 years of industry experience. Ian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 106 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.5M | 2.00% |
| $1.5M - $2.5M | 1.50% |
| $2.5M+ | 1.25% |
Fees are generally negotiable and may be tailored to meet client requirements.
Fee Estimator
Location
4544 Post Oak Place, Suite 150, Houston, TX, 77027
Get directionsHistory
Regulatory History (9)
Employment Separation After Allegations
November 2004Customer Dispute
February 2004Customer Dispute
February 2004Customer Dispute
January 2004Customer Dispute
December 2003Customer Dispute
November 2003Customer Dispute
November 2003Customer Dispute
May 2003Customer Dispute
March 2002Other Business ActivitiesSells Insurance
Ian is the president of Hurwitz Associates, Inc., a registered investment advisory firm, and dedicates all of his time to this role. Ian is also licensed in insurance and provides insurance services when needed.
Employment History
Current Registrations
Hurwitz Associates, INC.
Previous Registrations
Tcfg Wealth Management, LLCBroker
B.B. Graham & Company, INC.Broker
Nelsonreid, INC.Broker
Wachovia Securities, LLCBroker
Wachovia Securities, LLC
Prudential Securities IncorporatedBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.