Stegent Equity Advisors INC.
Assets Under Management
$209.0M
Number of Clients
91
Number of Advisors
2
Average Client AUM
$2.3M
AUM per Advisor
$104.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Stegent Equity Advisors, Inc. (SEA) offers personal financial planning and investment management services to high-net-worth individuals, closely held business owners, charitable institutions, and private foundations. SEA prepares financial plans, analyzes portfolios, educates clients, and assists in selecting securities and money managers.
Fee Structure
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
Location
24 Greenway Plaza, Suite 1507, Houston, TX, 77046