Maria Velez is a registered investment advisor at Icon Wealth Partners, based in Houston, TX, with 2 years of industry experience. Maria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 573 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Icon Wealth Advisors' investment advisory fees are based on the value of your portfolio and are paid quarterly in advance. The fees can be up to 1.75% annually. The specific fee you pay depends on factors like the amount you invest with Icon, the complexity of the services, your investment goals, and any specific reporting requirements. Fees are negotiable. If Icon uses independent managers for your portfolio, you'll also be responsible for their fees, but the total blended fee will not exceed 2.00% annually.
Location
1980 Post Oak Boulevard, Suite 1300, Houston, TX, 77056
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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 ActivitiesSells Insurance
Maria is an agent with Arete Insurance Services, LLC, selling non-variable insurance since August 2022. This takes about half of her time and involves client onboarding, service, analysis, and case preparation.
Employment History
Current Registrations
Icon Wealth Partners
Previous Registrations
Arete Advisors
State Registrations1 state
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.