Anil Abraham is a registered investment advisor at Rivercrest Investment Advisors, LLC, based in Houston, TX, with 4 years of industry experience. Anil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $670K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RiverCrest Investment Advisors charges a percentage of your portfolio's value each year. The exact percentage depends on the size of your portfolio:
- $200,000 to $500,000: 2% - 2.75%
- $500,001 to $10,000,000: 0.50% to 2%
- $10,000,000 and beyond: 0.25% to 0.75%
These fees are calculated daily and deducted monthly. Brokerage, custody, and other transaction fees are charged separately. RiverCrest currently intends to charge no more than 1% annually.
Location
1500 Citywest Blvd, Suite 700, Houston, TX, 77042
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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.
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Anil is an investment advisor for BioUrja Advisors LLC, managing investments for the Promoter family. This takes about half of Anil's time, involving tracking investments, asset allocation, and evaluating investment opportunities.
Employment History
Current Registrations
Rivercrest Investment Advisors, LLC
State Registrations1 state
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