Mohamed Eldawy
Mohamed Eldawy is a registered investment advisor at Vestech Asset Management INC., based in Saint Louis, MO, with 10 years of industry experience. Mohamed operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 270 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.50% |
Fees are negotiable for accounts over $1,000,000. The total amount of the fee a client pays will not exceed industry standards of excessive fees, which is 2.00% annually.
Fee Estimator
Location
11477 Olde Cabin Road, Suite 310, Saint Louis, MO, 63141
Get directionsHistory
Regulatory History (3)
Regulatory
August 2018Employment Separation After Allegations
January 2018Employment Separation After Allegations
January 2018Other 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.
Vestech Securities, INC.Broker
Previous Registrations
Regal Investment Advisors LLC
Morgan StanleyBroker
Morgan Stanley
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
State Registrations10 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.