Robert Frater, CFP^®

CEO

Houston Asset Management Inc

1800 West Loop South, Ste 1980
Houston, TX 77027-3212

(713) 629-1534

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We are fee based, but will use any product if it is best for our Client. Because we are a Financial Planning driven firm, we help our Clients with many other important life planning decisions.

Minimums

HOUSEHOLD INCOME MINIMUM

$100,000

Investable Asset Minimum

$500,000

General

Robert Frater is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Houston Asset Management Inc in Houston, TX and the surrounding communities.

Financial Advisor Overview

We work with our Clients as their Financial Partner, to achieve what is important to our Client.

Financial Advisor Experience

For 35 years we have been putting our clients best interests ahead of anything else. We have been rewarded with many clients that have been with us for over 30 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Insurance Licenses

Life insurance
Health/disability insurance
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

Sagepoint Financial, Inc.

Broker-Dealer Disclaimer

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We are fee based, but will use any product if it is best for our Client. Because we are a Financial Planning driven firm, we help our Clients with many other important life planning decisions.