Bret Sanders is a registered investment advisor at Sanders Morris LLC, based in Houston, TX, with 32 years of industry experience. Bret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 613 clients with $990M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
Sanders Morris offers investment management through various wrap fee programs. The fees vary depending on the program selected. The fees cover investment advice, selection, and allocation. The total program fee includes advisor fees and administrative fees. The advisor fee is negotiable, while the administrative fee is not. The total program fee is payable quarterly. The fee is based on the market value of the securities held in the account. The fee calculation follows a blended schedule. Lower fees may be available in other programs or from other sources. The fees do not include mutual fund or ETF expenses, margin interest, or other fees.
Location
600 Travis, Suite 5900, Houston, TX, 77002
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sanders Morris LLC
Sanders Morris LLCBroker
State Registrations5 states
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