Strategic Financial Concepts, LLC
Assets Under Management
$1.0B
Number of Clients
3,290
Number of Advisors
43
Average Client AUM
$306K
AUM per Advisor
$23.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SFC provides investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Services include financial planning, investment management, and selection of other advisers. SFC also offers advisory services through LPL Financial sponsored programs.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual client circumstances. Managed accounts may be subject to an account maintenance fee of $15.00 per quarter for accounts valued lower than $75,000 depending upon the custodian.
Fee Estimator
Financial planning fees are based on an hourly rate (up to $500/hour) or a fixed fee. Annual planning retainer fees are based on 2/10 of 1% of the client's estate or business's gross value, with a $250 minimum annual fee. A one-time set-up fee ($250-$50,000) may be required. Investment management fees are based on a percentage of assets under management. Managed accounts may be subject to a $15/quarter account maintenance fee for accounts valued lower than $75,000. SFC requires a minimum of $250,000 to open and maintain an advisory account, but this may be waived.
Areas of Practice
Location
901 NE Loop 410, Suite 100, San Antonio, TX, 78209