Ann Deaton
Ann Deaton is a registered investment advisor at Angeles Wealth Management, LLC, based in Houston, TX, with 35 years of industry experience. Ann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, High Net Worth, Investment Management. Their firm serves 178 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Angeles Wealth Management charges a fee based on the value of your portfolio, ranging from 0.50% to 1% annually. The firm generally accepts clients with a minimum account size of $5 million, which would generally create a minimum fee of $50,000. Fees are typically paid quarterly in advance.
Location
Houston, TX
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Regulatory History (1)
Employment Separation After Allegations
February 2022Other Business Activities
Ann is on the investment committee for the Greater Houston Community Foundation and oversees the investment consultant. She also owns land leased for oil and gas and is a board member for both the Goodwill Foundation and the Girl Scouts of San Jacinto.
Employment History
Current Registrations
Angeles Wealth Management, LLC
Previous Registrations
U.S. Capital Wealth Advisors, LLC
Usca Securities LLCBroker
Usca RIA LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Pfpc Distributors, INC.Broker
Roxbury Capital Management LLC
Redstone Consulting, LLCBroker
Painewebber IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
State Registrations1 state
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.