Hussain Fawaz is a registered investment advisor at 1834 Investment Advisors CO., based in Milwaukee, WI, with 20 years of industry experience. Hussain operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 542 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1834 Investment Advisors Co. charges an annual fee based on a percentage of the value of your portfolio. Fees are generally negotiable depending on account size, complexity, and individual circumstances, and are billed quarterly in arrears. The firm generally requires a minimum investment of $500,000 to open an account, though this minimum can be waived at their discretion.
Location
511 N Broadway, Suite 801, Milwaukee, WI, 53202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Hussain is a Defined Contribution Advisor at Texas Capital Bank since May 2024, working full-time. He is also a shareholder at Capstone Gifted, an educational consulting firm, dedicating minimal time to minor bookkeeping and marketing duties.
Employment History
Current Registrations
1834 Investment Advisors CO.
Previous Registrations
Texas Capital Bank Private Wealth Advisors
Tcbi Securities, INC.Broker
Mid Atlantic Clearing & Settlement CorporationBroker
Sentry Equity Services, INC.Broker
Gwfs Equities, INC.Broker
1st Global Capital CORP.Broker
Gwfs Equities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Transamerica Financial Advisors, INC.Broker
H.D. Vest Investment ServicesBroker
Veritrust Financial, LLCBroker
Veritrust Financial, LLC
Consortium Investments, LTD.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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