Sequent Asset Management is a boutique multi-family office founded in 2008, based in Houston, Texas. Sequent Asset Management specializes in serving high-net-worth families, closely held business owners, senior corporate executives, and retirees. Sequent Asset Management offers holistic wealth management covering seven key areas: balance sheets, cash flow, wealth accumulation, insurance, taxes, estate planning, and business succession planning. In addition to comprehensive family office services, Sequent Asset Management provides standalone investment management and project-based financial counseling. Sequent Asset Management operates as a fee-only firm, meaning Sequent Asset Management is legally required to act in your best interest and does not earn commissions from selling products or securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
All advisory and investment management fees are negotiable. Certain founding client families may have lower fee arrangements.