Curt Beck is a registered investment advisor at Ias Wealth Management, INC., based in The Woodlands, TX, with 8 years of industry experience. Curt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 226 clients with $500M 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 $2.0M | 1.00% |
| $2.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable based on the complexity of client circumstances and account composition.
Fee Estimator
Location
9303 New Trails Drive, Suite 450, The Woodlands, TX, 77381
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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 →Other Business Activities
Curt has ownership interests in Axiom Energy, LLC, SGRE Cypress Retail 1, Ltd., and Falcon Seaboard Oil & Gas, LLC. These are related to oil reservoir development, retail center development, and oil & gas, respectively, and require minimal time commitment.
Employment History
Current Registrations
Ias Wealth Management, INC.
State Registrations1 state
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