Margaret Sucre'-Vail is a registered investment advisor at Sucre'-Vail Wealth Advisors, based in Houston, TX, with 22 years of industry experience. Margaret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 61 clients with $56M 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 | 1.10% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.5M | 0.75% |
| $5.5M - $10.5M | 0.55% |
| $10.5M - $20.5M | 0.45% |
| $20.5M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Location
16862 Royal Crest, Houston, TX, 77058
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Sucre'-Vail Wealth Advisors
State Registrations1 state
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