Assets Under Management
$1.0B
Number of Clients
3,290
Number of Advisors
43
Average Client AUM
$306K
AUM per Advisor
$23.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
SFC provides investment advisory services to individuals, pension plans, trusts, estates, charitable organizations, corporations, and other business entities. Services include financial planning, investment management, and selection of other advisers. IARs may be registered representatives of LPL Financial.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.50% |
Fees may be negotiable based on individual Client circumstances and the scope of the relationship.
901 NE Loop 410, Suite 100, San Antonio, TX, 78209