Edward Hart is a registered investment advisor at Sendero Wealth Management, LLC, based in San Antonio, TX, with 25 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 344 clients with $5.8B 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% |
| $3M+ | 1.00% |
For accounts over $3,000,000, clients are billed using a tiered schedule with a maximum rate of 1.0% on the first $4,000,000, with lower rates on higher tiers. Fees may be different for some clients based on asset type or other considerations.
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
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