Louis Pelz
Louis Pelz is a registered investment advisor at Core Capital Management and Research INC., based in Houston, TX, with 28 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 221 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Core Capital Management & Research (CCMR) charges a fee based on the value of your portfolio. The annual fee ranges from 0.10% to 3.00%, depending on the size and complexity of the account. The specific fee is negotiable. You can choose to have fees deducted quarterly, semi-annually, or annually. CCMR also charges a $75 annual fee that is negotiable.
Location
3401 Allen Parkway, Houston, TX, 77019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Louis is the owner of Core Income Management, an investment-related business. He is also a general partner in Pelz Family LP, an asset holding and leasing company, dedicating a few hours per week to this role.
Employment History
Current Registrations
Core Capital Management and Research INC.
Previous Registrations
Golden Beneficial Securities
Ims Financial Advisors, INC.
Ims Securities, Inc.dba Ims Financial Advisors, INC
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.