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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fee schedule is a guideline and SFP reserves the right to negotiate fees, higher or lower, depending on unique circumstances.
Fee Estimator
The cost of financial planning is included in the wealth management fee. The annual wealth management fee is based on a percentage of your portfolio's value. For example, an account valued at $2,500,000 would pay an effective fee of 0.95% with an annual fee of $23,750. A minimum quarterly fee applies and is determined based on the complexity of each client’s circumstances. Fees may be negotiable depending on unique circumstances.
Areas of Practice
Advisor Information
Office location
6513 Preston Rd., Suite 100, Plano, TX, 75024
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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