Wendy Korman is a CFP, PFS-designated registered investment advisor at Portfolio Advisory Council,l.l.c., based in Houston, TX, with 21 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 567 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Fees may be negotiated for accounts over $1 million. Management fees for pension plans are individually negotiated.
Fee Estimator
Location
3 Greenway Plaza, Suite 1776, Houston, TX, 77046
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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 Activities
Wendy is a CPA and sole practitioner/owner of a tax preparation and accounting business, dedicating nearly full-time hours to it. She also works as a part-time controller for the law firm Callaway & Brennig, spending about 40% of her time there.
Employment History
Current Registrations
Portfolio Advisory Council,l.l.c.
Previous Registrations
Portfolio Advisory Council,l.l.c.
State Registrations1 state
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Exams
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