Sue Grbac is a registered investment advisor at Strategic Advisory Services, L.L.C., based in Houston, TX, with 23 years of industry experience. Sue operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 208 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Strategic Advisory Services does not directly manage your investments. Instead, they recommend third-party money managers (TPMMs) to manage your portfolio. You will pay the TPMM's fees, which are separate from Strategic Advisory Services' fees. Strategic Advisory Services' fee is based on a percentage of the assets managed by the TPMM.
There are two fee schedules:
Fee Schedule A: Includes investment policy statement, asset allocation, investment management, retirement distribution planning, and comprehensive financial planning.
Fee Schedule B: Includes investment policy statement, asset allocation, investment management, and retirement distribution planning.
Strategic Advisory Services also participates in the Managed Accounts Program through SEI Investments, where SEI manages assets based on a strategy selected with the client's input. SEI's fees are in addition to Strategic Advisory Services' fees.
Location
2925 Briarpark Dr., Suite 720, Houston, TX, 77042
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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.
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Sue is a Vice President at Strategic Advisory Services, L.P., providing investment advisory services since 1995. This takes about a quarter of her time.
Employment History
Current Registrations
Strategic Advisory Services, L.L.C.
Previous Registrations
Invest Financial Corporation
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.