David Doll is a registered investment advisor at Sequent Asset Management, LLC, based in Houston, TX, with 17 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 691 clients with $970M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable. Certain founding client families may have lower fee arrangements.
Fee Estimator
Location
952 Echo Lane, Suite 312, Houston, TX, 77024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
David owns Madsen Waters, LLC, a personal family investment entity, and is an owner and director of LE Jones, a valve seat manufacturing firm. He spends a few hours per week on these activities.
Employment History
Current Registrations
Sequent Asset Management, LLC
State Registrations1 state
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