Edward Hart
Edward Hart is a registered investment advisor at Sendero Wealth Management, LLC, based in San Antonio, TX, with 26 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 369 clients with $6.5B 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Accounts over $3 million use a tiered schedule with a maximum rate of 1.0% on the first $4 million and lower rates on higher tiers. Minimum annual fee of $30,000 applies unless modified, but is waived for accounts below $3 million.
Fee Estimator
Location
250 W. Nottingham, Suite 300, San Antonio, TX, 78209
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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 →Other Business Activities
Edward is an investment committee member for Causeway Trust Company, secretary for Hart Interests, LP, and managing member of EMMEGEN, LLC, all involving family investment entities. He also serves on the management committee for Causeway Advisory Group, providing guidance to their family office; each of these activities requires minimal time.
Employment History
Current Registrations
Sendero Wealth Management, LLC
Sendero Securities, LLCBroker
Previous Registrations
Goldman, Sachs & CO.Broker
Ivy Funds Distributor, INC.Broker
Waddell & Reed, INC.Broker
UBS Warburg LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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