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Mohamed Eldawy

Vestech Asset Management INC.
11 Years of Experience
Houston, TX
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Mohamed Eldawy is a registered investment advisor at Vestech Asset Management INC., based in Houston, TX, with 11 years of industry experience. Mohamed is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 278 clients with $100M in assets under management.

Vestech Asset Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
278 clients
Average Client Portfolio
$359K average
Assets Under Management
$99.7M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $1.0M1.50%
$1M+1.50%

Fees are negotiable for accounts over $1,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

12 Greenway Plaza, Suite 1100, Houston, TX, 77046

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 2018
Final
Employment Separation After Allegations
January 2018
Employment Separation After Allegations
January 2018
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Mohamed is an independent insurance agent selling various insurance products since 2014, dedicating a few hours per week. He also owns Royal Crown Wealth Management (full-time), is a financial representative at Vestech Securities (full-time), and consults for multiple companies, including software development and mobile application firms.

Employment History
Current Registrations
Vestech Asset Management INC.
December 2018 - Present · 7 yrs 10 mos
Vestech Securities, INC.Broker
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Regal Investment Advisors LLC
January 2018 - January 2018 · 0 mos
Morgan StanleyBroker
July 2017 - January 2018 · 6 mos
Morgan Stanley
July 2017 - January 2018 · 6 mos
MML Investors Services, LLC
March 2017 - July 2017 · 4 mos
MML Investors Services, LLCBroker
March 2017 - July 2017 · 4 mos
Msi Financial Services, INC.
February 2016 - March 2017 · 1 yr 1 mo
Msi Financial Services, INC.Broker
August 2015 - March 2017 · 1 yr 7 mos
State Registrations10 states
CAFLLAMIMONJNYOHTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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