Kiley Sanders is a registered investment advisor at Increase Consultants LLC, based in Missouri City, TX, with 1 years of industry experience. Kiley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 200 clients with $14M 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 - $5.0M | 0.90% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $10.0M | 0.70% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees may be negotiable for accounts with unusual investment management requirements, services offered, and size. Clients with less than $100,000 of assets under management will pay a higher percentage quarterly fee than 1.5%, not to exceed 2.5%.
Fee Estimator
Location
7335 Highway 6,, Suite 250, Missouri City, TX, 77459
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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
Increase Consultants LLC
State Registrations1 state
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