AP
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
91 clients
Average Client Portfolio
$2.3M average
Assets Under Management
$209.0M
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
Financial Plan Fee:$2,500 - $5,000
Hourly Rate:$150 - $400/hr
SEA's fees are negotiable and based on a percentage of the client's portfolio, generally ranging from 0.50% to 1.0% annually. Hourly fees for financial planning range from $150 to $400. Fixed fees for written financial plans typically range from $2,500 to $5,000. The firm has a minimum account size of $250,000 and a minimum quarterly fee of $625, which may be waived under certain circumstances.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningHigh Net WorthBusiness OwnersCharitable Giving
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Advisor Information
Office location
24 Greenway Plaza, Suite 1507, Houston, TX, 77046
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Stegent Equity Advisors INC.
June 2023 - Present · 2 yrs 7 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.