Patrick Incerto is a registered investment advisor at Icon Wealth Partners, based in Houston, TX. Patrick 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.
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Patrick is a manager/member of RJE Ranch, LLC (real estate holding), RJE Energy, LLC (investment holding), E&P Ventures, LLC (investment holding), and YF Partners, LLC (real estate holding). He spends minimal time on administrative duties for each entity.
Employment History
Current Registrations
Icon Wealth Partners
State Registrations1 state
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