Rene Tamez
Rene Tamez is a ChFC-designated registered investment advisor at W&s Brokerage Services, INC., based in Houston, TX, with 26 years of industry experience. Rene operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 655 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K+ | 1.10% |
Minimum quarterly fee applies: $500 for Total Return, Income Oriented, Socially Conscious and Tax Aware accounts; $250 for EnFocus™ accounts; $75 for Companion EnFocus™ accounts.
Fee Estimator
Location
1616 S Voss Road, Suite 500, Houston, TX, 77057
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rene is a full-time agency manager for Western and Southern Life in Houston, TX.
Employment History
Current Registrations
W&s Brokerage Services, INC.Broker
W&s Brokerage Services, INC.
Previous Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
Allstate Financial Services, LLCBroker
State Farm Vp Management CORP.Broker
State Registrations6 states
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.