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Abdurrahman Naser

34 Years of Experience
Houston, TX

Abdurrahman Naser is a registered investment advisor at Hurwitz Associates, INC., based in Houston, TX, with 34 years of industry experience. Abdurrahman 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 106 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
106 clients
Average Client Portfolio
$556K average
Assets Under Management
$58.9M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1.5M2.00%
$1.5M - $2.5M1.50%
$2.5M+1.25%

Fees are generally negotiable and may be tailored to meet client requirements.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

10101 Fondren Rd, Suite 227, Houston, TX, 77096

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hurwitz Associates, INC.
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Tcfg Wealth Management, LLCBroker
June 2016 - September 2016 · 3 mos
B.B. Graham & Company, INC.Broker
April 2014 - July 2014 · 3 mos
Wunderlich Securities, INC.
January 2003 - May 2012 · 9 yrs 4 mos
Wunderlich Securities, INC.Broker
September 2002 - May 2012 · 9 yrs 8 mos
Wachovia Securities, INC.Broker
July 1999 - September 2002 · 3 yrs 2 mos
Everen Securities, INC.Broker
July 1999 - July 1999 · 0 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1995 - July 1999 · 3 yrs 7 mos
Smith Barney INC.Broker
July 1993 - December 1995 · 2 yrs 5 mos
Lehman Brothers INC.Broker
December 1991 - July 1993 · 1 yr 7 mos
State Registrations1 state
TX
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.