AJ
AJ

Azam Hassib Jaber

28 Years of Experience
2 DisclosuresBroker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
102 advisors
Number of Clients
5,851 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$8.3B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $25.0M0.50%
$25M+Included

Fees are negotiable, especially for larger accounts.

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

Location

7801 Capital of Texas Highway, Suite 310, Austin, TX, 78731

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2001
Dismissed
Customer Dispute
June 2001
Final
Other Business Activities

Azam is an investor in Crystal Fall Industrial Park since 2019 and Heritage Grove commercial real estate since 2021, dedicating minimal time to these activities. These are personal investments and do not involve his clients.

Employment History
Current Registrations
Cary Street Partners
November 2013 - Present · 12 yrs 3 mos
Cary Street PartnersBroker
November 2013 - Present · 12 yrs 3 mos
Previous Registrations
Riverstone Wealth Management
November 2006 - December 2013 · 7 yrs 1 mo
Riverstone Wealth Management, INC.Broker
December 2000 - December 2013 · 13 yrs
The Avantus Group, INC.Broker
January 1997 - December 2000 · 3 yrs 11 mos
State Registrations21 states
AKARAZCACOFLILINKYLAMSNCNMNVOKORPASCTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.