George Abiassi is a registered investment advisor at Waterloo Capital, based in Houston, TX, with 2 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 2,797 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee is 2.0% and is negotiable. Sub-adviser or model manager platform fees are charged in addition to the advisory fee.
Fee Estimator
Location
5757 Woodway Drive, Suite 301B, Houston, TX, 77057
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Regulatory History (1)
Judgment / Lien
August 2023Other Business Activities
George is the principal of Market Street Capital, providing consulting services, dedicating full-time hours to this role. He also has roles at Market Street Ventures LLC, Market Street Health Partners I LLC, Waterloo Capital LLC, and Pickwick Capital Partners, LLC.
Employment History
Current Registrations
Waterloo Capital
Pickwick Capital Partners, LLC
Pickwick Capital Partners, LLCBroker
State Registrations4 states
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
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