Assets Under Management
$5.8B
Number of Clients
344
Number of Advisors
19
Average Client AUM
$16.9M
AUM per Advisor
$306.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sendero offers customized investment strategies, traditional and alternative investments, and open architecture manager selection. They focus on clients with $3MM or more in investable assets, providing expertise in organization of wealth and strategic asset allocation.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Lower rates on higher tiers when a tiered fee schedule is utilized, except in extenuating circumstances.
250 W. Nottingham, Suite 300, San Antonio, TX, 78209