Charles
Lautz
Monex Asset Management, Inc
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About this Advisor
Charles Lautz is a financial advisor based in Houston, Texas, working with Monex Asset Management, Inc. Charles has previously held positions at Wells Fargo Clearing Services, LLC, Snowden Lane Partners, Monex Securities, Inc, Monex Asset Management, Inc, Bancwest Investment Services, Inc, Bank Of The West, Wells Fargo Advisors LLC, Securities America, Inc, Pfg Advisors, and Insight Securities, Inc. Charles has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Texas. Currently, Charles is part of Monex Asset Management, Inc, which operates out of Houston, Texas. The firm has 2 offices and 20 employees. The firm manages assets totaling $200.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Monex Asset Management, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Monex Asset Management, Inc Brokerage Details
$200,926,531
20
300
$669,755
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Charles Lautz Work History
Monex Securities, Inc
Monex Asset Management, Inc
Insight Securities, Inc
Securities America, Inc
Pfg Advisors
Snowden Lane Partners
Monex Securities, Inc
Monex Asset Management, Inc
Bancwest Investment Services, Inc
Bank Of The West
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Charles Lautz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Monex Asset Management, Inc
Houston, TX
San Diego, CA
Houston, TX
San Antonio, TX
Houston, TX
San Antonio, TX
Houston, TX
Houston, TX
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