George Enrique Haas

CFP · ChFC

18 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth

Capital Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

37 advisors

Number of Clients

3,118 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$6.1B

Fee Structure

Minimum Investment:$500K

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fees are 1.00% annually on the average daily market value of the assets held in the portfolio, payable quarterly, in arrears.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

920 Memorial City Way, Suite 425, Houston, TX, 77024

Get directions

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.

Employment History

Current Registrations

Capital Advisors, INC.

November 2019 - Present · 6 yrs 3 mos

Previous Registrations

Mercer Global Advisors INC.

February 2014 - November 2019 · 5 yrs 9 mos

United Capital Financial Advisers

March 2008 - February 2014 · 5 yrs 11 mos

UBS Financial Services INC.

October 2005 - November 2006 · 1 yr 1 mo

State Registrations4 states

LAMIOKTX

Advisor

Exams

No exam information available for this advisor.