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 | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are subject to change and may be negotiable in rare circumstances.
Fee Estimator
The program charges an annual Gross Advisory Fee, which includes program services, brokerage, clearing, and custody services. This fee is reduced by a Credit Amount, which addresses conflicts of interest by reducing advisory fees by the amount of compensation Strategic Advisers or its affiliates retain from investments. Additional fees may apply for SMA Sleeves with Unaffiliated Model Providers. Standalone financial planning is available for qualifying clients, with a maximum annual fee of $20,000. Fees are subject to change and may be negotiable in rare circumstances.
Areas of Practice
Advisor Information
Office location
One Destiny Way, Westlake, TX, 76262-8103
Get directionsRegulatory History
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