Sendera Wealth Advisors offers investment management services, creating personalized investment strategies based on your goals and risk tolerance. They also provide financial planning and consulting, covering areas like retirement, taxes, and estate planning. Sendera can manage held-away assets like 401(k)s and 529 plans. They may also recommend private fund investments to qualified clients.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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Fee Structure
Minimum Investment:None
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 blended. Sendera may group related client accounts for the purposes of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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