Samuel Lee is a registered investment advisor at Svrn Asset Management, LLC, based in Austin, TX, with 10 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 16 clients with $210M 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 $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable, particularly for early clients. For unusually complex cases, SVRN may add a fixed charge.
Fee Estimator
Location
111 Congress Avenue, Suite 500, Austin, TX, 78701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Svrn Asset Management, LLC
State Registrations1 state
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