Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sunbelt RD charges a negotiable annual advisory fee, with a maximum of 2.50% of assets under management, charged monthly. The fee is based on the asset value on the last day of the previous month and is charged in advance. Clients also pay annual maintenance, custodial, and termination fees charged by the custodians (National Financial Services, Fidelity, and Schwab). The minimum investment is generally $25,000, but this can be waived at Sunbelt's discretion.
Areas of Practice
Advisor Information
Office location
2700 Post Oak Blvd, Ste 1700, Houston, TX, 77056
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Dagny is a 50% owner of Castaway Vacations Inc, a travel agency, spending a few hours per week on this. She is also a 50% owner of The Level Edge, Inc., a business consulting and project management firm, dedicating minimal time to it, and a member of The Tropical Toucan LLC.