Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
52 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$92.7M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees negotiable above $10,000,000

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Magnolia, TX

Get directions

History

Regulatory History
Clean regulatory record

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
Sirius Wealth Management Strategies, LLC
July 2008 - Present · 17 yrs 7 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
May 2002 - May 2006 · 4 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.