Sirius Wealth Management Strategies, LLC
Assets Under Management
$92.7M
Number of Clients
52
Number of Advisors
1
Average Client AUM
$1.8M
AUM per Advisor
$92.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sirius Wealth Management Strategies provides customized investment management services including financial goal setting, risk assessment, and strategic asset allocation. They work with tax planners and legal teams to offer sound financial planning and risk mitigation strategies. Financial planning services are offered in conjunction with investment management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees above $10,000,000 are negotiable.
Fee Estimator
Investment management fees are based on a percentage of the market value of investments. The annual management fee is billed quarterly, in advance. Fees may be negotiated on a case-by-case basis. For prior clients who would like SWMS to provide ad-hoc reporting, there will be a $250/hour fee.
Areas of Practice
Location
TX, United States