Robert Mourad is a CFP-designated registered investment advisor at Galliott Capital Advisors, LLC, based in Beverly Hills, CA, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 302 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Galliott Capital offers two investment management services:
- Asset Management: The maximum annual fee is 1.50%, negotiable, billed quarterly based on the average daily balance.
- Comprehensive Portfolio Management: The maximum annual fee is 1.75%, negotiable, billed quarterly based on the average daily balance. This service includes financial planning or consulting services.
If a third-party money manager is chosen, Galliott Capital's fees are in addition to the third-party manager's fees. Galliott Capital also manages private investment vehicles and receives fees for these services.
Location
9401 Wilshire Blvd., Ste 705, Beverly Hills, CA, 90212
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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.
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Robert is a passive investor in BP Huntington Beach LLC, a restaurant, since 2015. This activity is not investment-related.