Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
SB Advisory charges fees for portfolio management based on the amount of assets they manage for you. These fees are negotiable, but can be up to 2.50% annually. The firm also offers financial planning services, with comprehensive plans costing up to $15,000 or 1% of assets covered, limited planning at $600/hour, and hourly consulting also at $600/hour. Transaction fees may apply for accounts in the RBC program. The firm's affiliate may receive compensation through mark-ups and revenue sharing arrangements with RBC.
Areas of Practice
Advisor Information
Office location
11740 Katy Freeway, Suite 600, Houston, TX, 77079
Get directionsRegulatory History (1)
Criminal
January 2007Other Business ActivitiesSells Insurance
Chelsey is a broker selling fixed annuities, long-term care, life, group benefits, health, disability, and medical insurance, dedicating full-time hours to this activity. She is also a board member for the Young Leaders Society- United Way, spending minimal time volunteering and fundraising. Chelsey also works full-time in sales and support in the health benefits and retirement area at Advantage Benefits Group.