Saif Omer is a registered investment advisor at E & G Advisors, LLC, based in Houston, TX, with 14 years of industry experience. Saif operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 370 clients with $710M 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 | 1.50% |
Advisory fees range from 0.30% to 1.50% annually. All advisory fees are negotiable. Fees for employee-related accounts may be less, depending on portfolio size, length of employment and relationship to the employee. E & G may enter into fixed fee arrangements with certain clients.
Fee Estimator
Location
2000 West Loop South, Suite 2011, Houston, TX, 77027
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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 →Employment History
Current Registrations
E & G Advisors, LLC
Previous Registrations
Waddell & Reed, INC.
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.