Deion Hardy is a registered investment advisor at San Antonio Wealth, LLC, based in San Antonio, TX, with 2 years of industry experience. Deion operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $520K 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 $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
Fees are negotiable. Client and client’s immediate family accounts may be aggregated for fee breakpoint purposes. At the Firm’s discretion, advisory services may be provided without charge to employees and their family members.
Fee Estimator
Location
San Antonio, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
San Antonio Wealth, LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations1 state
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