Stanley Pyndus is a registered investment advisor at Shade Tree Partners LLC, based in Dallas, TX, with 51 years of industry experience. Stanley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 70 clients with $81M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shade Tree Partners charges a percentage of your portfolio's value each year. The fee depends on the type of account (equity or fixed) and the amount you invest.
For equity accounts:
- $1 to $99,999: 1.90%
- $100,000 to $499,999: 1.75%
- $500,000 to $999,999: 1.50%
- Above $1,000,000: 1.00%
For fixed accounts:
- $0 - $1,000,000: 1.00%
- Above $1,000,000: 0.75%
These fees are negotiable. There is a $100 minimum annual fee. A performance fee of 7% of profits above the previous high water mark may be charged on certain accounts.
Location
3243 Southwestern, Dallas, TX, 75225-7652
Get directionsHistory
Regulatory History (3)
Regulatory
July 2009Regulatory
August 2008Customer Dispute
March 2005Other Business Activities
Stanley is a partner at Shade Tree Partners LLC, providing investment advisory services to qualified plans since 2009. This takes a significant amount of Stanley's time, about 10 hours per week, with 1-2 hours during trading hours.
Employment History
Current Registrations
Shade Tree Partners LLC
Previous Registrations
Evolve Investment Advisors
Evolve Securities, INC.
Evolve Securities, INC.Broker
Evolve Securities, INC.
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley Dw INC.Broker
Morgan Stanley
Painewebber IncorporatedBroker
Rotan Mosle 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.