RG
RG

Robert Ghandour

3 Years of Experience
Broker

Robert Ghandour is a registered investment advisor at Crossmark Global Investments, INC., based in Houston, TX, with 3 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,424 clients with $7.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
23 advisors
Number of Clients
5,424 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$7.1B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$2,500

Crossmark's fees for investment management vary depending on the service level, asset class, account size, and complexity. Fees are typically a percentage of the value of the assets managed, ranging from 0.05% to 1.00% annually. The fees are negotiable and calculated quarterly in advance, based on the assets managed at the end of the preceding quarter. For institutional clients with over $1 million, fees range from 0.075% to 0.20% with a $2,500 minimum quarterly fee.

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Location

15375 Memorial Drive, Suite 200, Houston, TX, 77079

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Crossmark Global Investments, INC.
April 2024 - Present · 2 yrs
Crossmark Distributors, INC.Broker
April 2024 - Present · 2 yrs
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2023 - March 2024 · 1 yr 2 mos
State Registrations5 states
INKYMIOHTX
AdvisorBrokerBoth

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.