Advisor at Vestech Asset Management Inc.
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Firm
Vestech Asset Management Inc.
Location
Houston, TX 77046
Credentials
Series 66
Industry experience
10 years
Mohamed Eldawy is a financial advisor at Vestech Asset Management Inc. in Houston, TX, with 10 years of industry experience and a Series 66 designation. His prior experience includes roles at Morgan Stanley and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, he is involved in multiple consulting roles for technology and mobile application companies and serves as owner and president of a real estate development and services firm. Vestech Asset Management provides investment advisory and financial planning services to individuals, trusts, estates, and corporate clients. The firm employs a combination of technical, fundamental, and cyclical analysis to manage diversified portfolios and offers both discretionary account management and project-based planning.
Based on Vestech Asset Management Inc.
Based on Vestech Asset Management Inc.
Fixed fees for financial planning projects ranging between $150 and $1,000.
$0 - $500,000: 2.00% $500,000 - $1,000,000: 1.50% $1,000,000+: Negotiable
Commission received by representatives from sale of securities and insurance products through Vestech Securities, Inc.
Hourly fees between $150 and $250 per hour for financial planning services.
Account minimum: $5,000 Fee-only: Negotiable fixed fees between $150 and $1,000 for financial planning; hourly fees $150 to $250 per hour.
12 Greenway Plaza, Suite 1100
Houston, TX 77046
Texas
Vestech Asset Management, Inc.
2018 - Present (8 years)
Vestech Securities, Inc.
2018 - Present (8 years)
Regulus Advisors
2018 - 2018 (1 year)
Regal Investment Advisors
2018 - 2018 (1 year)
Morgan Stanley
2017 - 2018 (1 year)
Mass Mutual Investors Services
2017 - 2017 (1 year)
Massachusetts Mutual Life Insurance Company
2016 - 2017 (1 year)
MetLife Securities INC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Houston, TX
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Series 65
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Alpha-Tech Investments, LLC
ChFC®, Series 63
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DPH Financial
ChFC®, Series 66
Houston, TX
Decision Tree Advisor
CFP®, Series 63
Houston, TX
SM Scherr Financial LLC
ChFC®, PFS™, Series 65
Houston, TX
Epiphany Wealth Management
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