Karen Tass is a CFA-designated registered investment advisor at Garcia Hamilton & Associates LP, based in Houston, TX, with 8 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 417 clients with $23B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Garcia Hamilton & Associates manages investments for institutions, not individual investors. Therefore, investment management fees are not applicable.
Location
5 Houston Center, 1401 Mckinney St., Suite 1600, Houston, TX, 77010-4037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Garcia Hamilton & Associates LP
State Registrations2 states
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