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Michael Cregan

Icon Wealth Partners
38 Years of Experience
Houston, TX
1 Disclosure
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Michael Cregan is a registered investment advisor at Icon Wealth Partners, based in Houston, TX, with 38 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 629 clients with $2.6B in assets under management.

Icon Wealth Partners
Compensation
Fee-Only (% of Portfolio)
Firm Size
18 advisors
Number of Clients
629 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$2.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Fees range up to 1.75% annually and are negotiable based on asset size, complexity, and other factors. Additional fees apply for internal fixed income strategies (0.12% to 0.27%) and independent managers.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1980 Post Oak Boulevard, Suite 1300, Houston, TX, 77056

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History

Regulatory History (1)
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Criminal
July 2011
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Icon Wealth Partners
August 2022 - Present · 4 yrs 2 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
October 2018 - November 2021 · 3 yrs 1 mo
Icon Wealth Partners, LLC
August 2018 - August 2022 · 4 yrs
Avalon Advisors LLC
May 2013 - April 2018 · 4 yrs 11 mos
Avalon Wealth Management LLCBroker
May 2013 - December 2013 · 7 mos
Elevation, LLCBroker
October 2012 - May 2013 · 7 mos
Avalon Advisors LLC
May 2002 - August 2011 · 9 yrs 3 mos
J.P. Morgan Securities INC.Broker
June 2001 - March 2002 · 9 mos
Chase Securities INC.Broker
January 1997 - December 1998 · 1 yr 11 mos
Chase Securities of Texas, INC.Broker
September 1990 - July 2001 · 10 yrs 10 mos
Lovett Underwood Neuhaus & Webb, INC.Broker
November 1989 - July 1990 · 8 mos
Underwood, Neuhaus & CO., IncorporatedBroker
March 1989 - November 1989 · 8 mos
Painewebber IncorporatedBroker
October 1985 - January 1989 · 3 yrs 3 mos
State Registrations2 states
NHTX
Advisor

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.

Exams
No exam information available for this advisor.
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