Spindletop CommonWealth Advisors, LLC (SCA) offers investment advice to individuals, trusts, and estates. SCA manages accounts on a discretionary or non-discretionary basis, consulting with clients to define their financial goals. SCA's strategies include asset management, estate planning, retirement planning, college planning, and tax management. SCA uses a dynamic asset allocation strategy including domestic and international equities, bonds, real estate, and cash. SCA monitors all client assets, including those held outside of SCA.
Assets Under Management$31M
Clients37
Advisors1
Avg. per Client$830K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. The rate of 1.5% is for equities. The rate for fixed income is no more than 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...