Houston Wealth Advisers provides financial consultation and wealth management services, including gathering financial information, assessing risk tolerance, designing financial strategies, and making investment recommendations. They also offer services related to income planning, estate planning, insurance needs, and college planning. Houston Wealth recommends third-party money managers to manage client investments.
Assets Under Management$47M
Clients153
Advisors1
Avg. per Client$310K
Avg. per Advisor$47M
Fee Structure
Investment management only (planning not offered)
Houston Wealth Advisers does not directly manage client investments. Instead, they recommend third-party money managers. The fees for investment management are paid to the third-party money manager, and the terms are defined in the agreement between you and the money manager.
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