Erick Kuebler is a registered investment advisor at Sanders Morris LLC, based in Dallas, TX, with 33 years of industry experience. Erick is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 127 clients with $580M 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 $500K | 3.00% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.0M | 1.90% |
| $2.0M - $5.0M | 1.70% |
| $5M+ | 1.50% |
Schedules reflect maximum total program fees for wrap fee programs. Fees are negotiable for higher asset levels. Specific platforms have varying tier structures and third-party manager fees.
Fee Estimator
Location
5950 Sherry Lane, Suite 470, Dallas, TX, 75225
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2025Customer Dispute
March 2017Customer Dispute
April 1999Employment History
Current Registrations
Sanders Morris LLC
Sanders Morris LLCBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Edward D. Jones & CO., L.P.Broker
State Registrations53 states
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
More Advisors
- George BallSanders Morris LLC
- Jules Jouvenat, CFPHightower Advisors, LLC
- Tracey Gledhill, CFP
- Gregory Bone, CFACorient
- James Carroll, CFPBlack Swan Management Group, INC.
- Zechariah Daugherty, CFPCreative Planning