Sendera Wealth Advisors provides comprehensive investment management and financial planning services to individuals, families, small businesses, and trusts. Sendera Wealth Advisors builds customized investment portfolios based on each client's specific goals, time horizon, and risk tolerance, with the authority to manage accounts without needing approval for every trade. Sendera Wealth Advisors also assists clients with held-away accounts like retirement plans and health savings accounts. In addition to managing investments, Sendera Wealth Advisors offers financial planning covering retirement strategies, cash flow analysis, tax reduction strategies, business succession, and estate preservation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are billed quarterly in arrears. Sendera Wealth Advisors may negotiate lower fees based on historical relationships or account size.