Americana Partners, LLC
Assets Under Management
$6.1B
Number of Clients
1,455
Number of Advisors
50
Average Client AUM
$4.2M
AUM per Advisor
$121.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Americana Partners provides financial planning, consulting, and investment management services. They manage client portfolios on a discretionary basis, allocating assets among mutual funds, ETFs, individual securities, and independent managers. They also offer wealth management services, including financial planning and consulting. The firm uses Dynasty Financial Partners for operational support and access to investment programs.
Fee Structure
Financial planning and consulting fees range from $2,500 to $250,000 per year or 0.05% to 0.50% for ongoing investment consulting, depending on the scope and complexity of services. Investment management fees vary up to 2.00% annually based on portfolio size and services rendered. Fees are billed quarterly in advance. Additional fees may include custodial fees and Dynasty's TAMP platform fees (0-0.45% annually) and independent manager fees (0-1.50% annually).
Areas of Practice
Location
811 Louisiana Street, Suite 2420, Houston, TX, 77002