Gil Beer is a registered investment advisor at Arax Advisory Partners, based in Houston, TX, with 20 years of industry experience. Gil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 15,662 clients with $27B 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 | 3.00% |
Rates generally range from 0.50% to 3.00% per year for assets under management, varying based on account size and complexity. Fees are negotiable.
Fee Estimator
Location
4444 Westheimer Road, Suite G500, Houston, TX, 77027
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2022Customer Dispute
March 2008Other Business Activities
Gil is a trustee for his brother-in-law's trust, a registered representative with USCA Securities, LLC, and a financial advisor with US Capital Wealth Advisors, LLC. He is also a managing member and 50% owner of GBJB LLC, handling investments for family relationships.
Employment History
Current Registrations
Arax Advisory Partners
Usca Securities LLCBroker
Previous Registrations
U.S. Capital Wealth Advisors, LLC
Usca RIA LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations45 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.
Exams
More Advisors
- Deborah EllisArax Advisory Partners
- Patrick MendenhallArax Advisory Partners
- Patricia TrieglaffArax Advisory Partners
- Debra Parant, CFAArax Advisory Partners
- Daniel VickeryArax Advisory Partners
- Matthew WestArax Advisory Partners