Brandon Luckett is a registered investment advisor at Caz Investments L.P., based in Houston, TX, with 12 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Real Estate Investing. Their firm serves 103 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CAZ Investments receives advisory fees from the private funds it manages. These fees are typically paid monthly in advance and generally range between 0% and 2% of the net asset value or committed capital of each private fund.
Location
1360 Post Oak Blvd., Suite 2200, Houston, TX, 77056
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2001Other Business Activities
Brandon is an associate with CNL Educational Institute, LLC.
Employment History
Current Registrations
Caz Investments L.P.
Previous Registrations
Cnl Educational Institute, LLC
Cnl Securities CORP.Broker
Compton Financial Group
The L. Warner Companies, INC
Morgan Stanley Dw INC.Broker
State Registrations1 state
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
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