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VERIFIEDBrian O. Butler
Wealth Standard Financial
440 Louisiana St
Suite 670
Houston, TX 77002
713-955-6007
Retirement Income. Defined.
About Wealth Standard Financial
The Vast World of Finances
In an ever-changing financial climate, it can be difficult to confidently create a financial strategy, let alone have the time to manage one that can grow with you over the years. But without an up-to-date and flexible strategy in place, it can be difficult for you to manage your goals.
Wealth Standard Financial is an independent financial services firm dedicated to assisting clients with their greatest financial concerns. We offer comprehensive investment management and financial strategies, advice, and recommendations. Our utmost goal is to provide customized strategies that can grow with clients throughout the many milestones of life. We take pride in knowing we have helped young professionals, growing families, and retirees pursue their financial dreams.
See Disclosures
General Information
Firm Start Year
2016
No. of Employees
5-9
CRD#
2595308
Firm CRD#
155344
Insurance License#
1571900
Name of Custodial Firm
Fidelity
States Licensed in
TX, IL, IA, CA, MI, MO, GA, OK, FL,MD, NY
Years of Experience in Financial Services
26
Number of Years with Current Firm
9
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
English
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Risk Management
Services
Investment Types
Exchange Traded Funds (ETFs), Commodities, Insurance, Annuities, Stocks, Bonds, Mutual Funds, Alternative Investments, Socially Responsible Investments (SRI)
Can meet clients in the following ways
Email, Phone, Our Office, Our Offices, Video Conference
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CRPC®, CPFA, CEPA®
Securities Licenses
Series 65
Insurance and Annuity Licenses
Health, Life, Variable Annuity, Long Term Care, Disability, Accident, Casualty, Property, Annuity, Variable Life
Firm Information
Advisor's Number of Clients
152
Advisor's Number of Managed Clients
127
Advisor's Number of Planning Clients
90
Assets Managed by Advisor
$50,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$250000
Compensation Methods
Based on Assets, Flat Fee
Fee % Based on Assets
1.50
Additional Details on Charges
While we do not have a minimum, our full service wealth management offering typically fits clients with more that $500k in investments or household incomes greater than $200k. Do not worry if you have less than that because we have programs that potentially fit your situation. We also have stand-alone financial planning services available.
We charge a premium fee for investment management and financial planning. We are not the most expensive...and you do not want cheap. Our goal is to give you significantly more value than the fee charged.
Our affiliation Carson Partners and Fidelity gives you access to some of the largest institutional managers in the country.
Full service assets under investment management over $3 million will be assessed a fee from .9 - 1.45%.
Full service assets under investment management less than $1 million will be assessed a fee of 1.65 - 2.00%.
*Discounts apply if both planning and investment management are chosen.
Minimum Fee Charged for Managed Accounts
.90
Disclaimer
Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.