Erick George Revelle Kuebler

Sanders Morris LLC

32 Years of Experience

2 DisclosuresBroker

View SEC Summary

Areas of Practice

Investment Management

Sanders Morris LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

18 advisors

Number of Clients

613 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$991.7M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	3.00%
$500K - $1.0M	2.25%
$1.0M - $2.0M	1.90%
$2.0M - $5.0M	1.70%
$5M+	1.50%

This fee schedule applies to Elite, Elite Choice, Elite LIS and Elite LAAP platforms. The Elite Trade platform has a different fee schedule.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

5950 Sherry Lane, Suite 470, Dallas, TX, 75225

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2017

Award / Judgment

Customer Dispute

April 1999

Award / Judgment

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Sanders Morris LLC

December 2016 - Present · 9 yrs 2 mos

Sanders Morris LLCBroker

November 2016 - Present · 9 yrs 3 mos

Previous Registrations

J.P. Morgan Securities LLC

February 2004 - November 2016 · 12 yrs 9 mos

J.P. Morgan Securities LLCBroker

October 1993 - November 2016 · 23 yrs 1 mo

Edward D. Jones & CO., L.P.Broker

February 1993 - September 1993 · 7 mos

State Registrations53 states

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY

AdvisorBrokerBoth

Exams

No exam information available for this advisor.