Lee Przybyla is a CFP-designated registered investment advisor at Sendero Wealth Management, LLC, based in San Antonio, TX, with 17 years of industry experience. Lee 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
Get directionsHistory
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
Sendero Wealth Management, LLC
Previous Registrations
Facet
Broadway Wealth Solutions
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
Forum Financial Management, LLC
Horizon Financial Plnning LLC
Northern Trust Securities, INC.Broker
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.