Sequent Asset Management, LLC
Assets Under Management
$972.7M
Number of Clients
691
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$486.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sequent Asset Management provides family office wealth management, investment management, financial counseling, portfolio consulting, and fiduciary coordination services to individuals, families, trusts, estates, charitable organizations, and corporations. They focus on serving closely held business owners, senior corporate executives, and retirees.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees over $20 million are negotiable.
Fee Estimator
The annual fee for family office wealth management is based on assets under management (see table for rates). Fees are calculated quarterly and payable in advance. Financial counseling services are provided on a project basis, with fees typically ranging from $1,000 to $25,000 depending on complexity. Investment management services are offered for a negotiated fee. All advisory and investment management fees are negotiable. The firm does not have a stated minimum account size, but typically works with client family relationships in excess of $1,000,000.
Areas of Practice
Location
952 Echo Lane, Suite 312, Houston, TX, 77024