Investec Wealth Strategies
Investec Wealth Strategies (CRD# 109417) is a financial advisory firm headquartered in Houston, TX. They manage $700,570,989 in 1,117 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management701MILLION
-
Total Number of Accounts1,117ACCOUNTS
-
Average Account Value$627,190
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, LA, NY, PA, TX
Financial Advisors at Investec Wealth Strategies
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.