Louis Pelz
Louis Pelz is a registered investment advisor at Core Capital Management and Research INC., based in Houston, TX, with 29 years of industry experience. Louis 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 269 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Annual fee ranges from 0.10% to 3.00% depending on the size of the account. All advisory fees are negotiable.
Fee Estimator
Location
3401 Allen Parkway, Houston, TX, 77019
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
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.
Exams
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