Hamiz Awan is a registered investment advisor at Plutus21 Capital Management, L.L.C, based in Dallas, TX, with 2 years of industry experience. Hamiz operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$871K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

Plutus21 Capital Management charges a fee based on a percentage of the assets managed. The management fee is no higher than 2.75% annually. Some clients may pay different management fees depending on the specific portfolio, services provided, the size of the relationship, and specific agreement terms. For qualified clients, performance-based fees may also apply if returns exceed a predefined benchmark or hurdle rate.

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Location

200 Crescent Court, Suite 1430, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Hamiz is a Partner at Plutus21 Blockchain Capital, LLC, an exempt reporting adviser, dedicating about half of his time to overseeing investment management. He is also a Partner at Awan Capital Partners, a family holding company, spending a few hours per week overseeing investment management there.

Employment History
Current Registrations
Plutus21 Capital Management, L.L.C
July 2023 - Present · 2 yrs 10 mos
State Registrations1 state
TX
Advisor

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.