Sendero Wealth Management is a partner-led firm headquartered in San Antonio, Texas, dedicated to helping families and select institutions navigate complex financial needs. Founded in 2008, the firm provides comprehensive wealth management services, including strategic asset allocation, manager selection, public and private investment oversight, risk management, family office guidance, and multi-generational legacy planning. Sendero Wealth Management utilizes an open architecture platform and offers both discretionary and non-discretionary investment management, building customized portfolios that blend traditional assets like stocks and bonds with alternative investments such as private equity and hedge funds. The firm emphasizes a personalized guidance process to align portfolios with each client's specific goals, risk tolerance, and cash flow requirements, while also maintaining a dedicated program focused on the financial needs of women.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Accounts over $3 million use a tiered schedule with a maximum rate of 1.0% on the first $4 million and lower rates on higher tiers. Minimum annual fee of $30,000 applies unless modified, but is waived for accounts below $3 million.