RM
RM

Robert Muse

26 Years of Experience
Houston, TX

Robert Muse is a registered investment advisor at Americana Partners, LLC, based in Houston, TX, with 26 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,455 clients with $6.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
1,455 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$6.1B

Fee Structure

Investment management only (planning not offered)

Americana Partners charges an annual investment management fee based on the amount of assets managed. The fee varies up to 2.00% depending on the size and composition of your portfolio and the services rendered. The fee is billed quarterly in advance. The management fee is negotiable depending on individual client circumstances. For certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), Americana Partners may negotiate a different fee rate.

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Location

811 Louisiana Street, Suite 2420, Houston, TX, 77002

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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
Americana Partners, LLC
November 2019 - Present · 6 yrs 8 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
June 2019 - June 2023 · 4 yrs
Piper Jaffray & CO.Broker
February 2016 - June 2017 · 1 yr 4 mos
Simmons & Company InternationalBroker
January 1998 - February 2016 · 18 yrs 1 mo
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.
Robert Muse - Financial Advisor | TrueAdvisor