Azam Jaber is a registered investment advisor at Cary Street Partners, based in Austin, TX, with 29 years of industry experience. Azam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
7801 Capital of Texas Highway, Suite 310, Austin, TX, 78731
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2001Customer Dispute
June 2001Other Business Activities
Azam is an investor in Crystal Fall Industrial Park since 2019 and Heritage Grove commercial real estate since 2021, dedicating minimal time to these activities. These are personal investments and do not involve his clients.
Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
Riverstone Wealth Management
Riverstone Wealth Management, INC.Broker
The Avantus Group, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.