Menu
The Advocates
Houston, Texas
5.0
1 Review
The Advocates, a reputable investment advisory firm located in Houston, TX, boasts a team of eight dedicated professionals. Among them, four highly experienced advisors offer top-notch investment advisory services to their esteemed clients. With an impressive average of approximately $40,290,000 in assets under management per investment advisor, The Advocates effectively guides their clients towards financial success.
The compensation structure at The Advocates is designed to align their interests with the clients'. It includes various types of fees, such as a percentage of assets under management and performance-based fees, ensu...see more
Assets Under Mgmt
$333.58M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Other Business Activities
- Insurance broker or agent
Reviews for The Advocates
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.