Rex Whiteside is a registered investment advisor at The Clarus Group, based in Houston, TX, with 34 years of industry experience. Rex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 613 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Clarus Group's investment advisory fees range from 0.50% to 1.50% annually, based on the complexity of services, level of assets, and overall relationship. Fees are paid quarterly, in advance, based on the market value of assets at the end of the prior quarter. The total blended fee, including The Clarus Group’s fee and any independent manager’s fee, will not exceed 2.50% annually.
Location
520 Post Oak Blvd., Suite 750, Houston, TX, 77027
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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 ActivitiesSells Insurance
Rex is the owner and a licensed insurance professional at The Clarus Insurance Group, LLC, an insurance firm. He dedicates a few hours per week to the sale of insurance products.
Employment History
Current Registrations
The Clarus Group
Previous Registrations
Kingswood Capital Partners, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
J.C. Bradford & CO.Broker
Principal Financial Securities,inc.Broker
Chelsea Street Securities, INC.Broker
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.