Investec Advisory Group, L.P. is a large advisory firm based in Houston. It manages $531.67 million of regulatory assets for 1,014 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Louisiana, New York, and Texas.
Investec Advisory Group provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Investec Advisory Group, L.P. is $531.67 million. The firm's AUM has grown by 343% since the beginning of its operation, and $2.2 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Investec Advisory Group, L.P. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Investec Advisory Group is high net worth individuals with 128 clients and $464.01 million of assets under management. Among the 7 most similar advisory firms, Investec Advisory Group has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $531.67 million for 280 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Investec Advisory Group doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Investec Advisory Group, L.P. performs its advisory services is located at 4900 Woodway, Houston, TX 77056, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-622-9111 or by fax 713-993-0253. The normal business hours are 8:30 am - 5:30 pm on Other. You can find more information about the New York firm at investec.us.