Sendero Wealth Management is a partner-led firm that helps families and institutions manage wealth. They offer expertise in investments, family office management, and legacy training. Sendero uses a process to identify client financial values and goals, develop asset allocation strategies, and provide ongoing monitoring and reporting. They manage portfolios on both a discretionary and non-discretionary basis.
Assets Under Management$5.8B
Clients344
Advisors21
Avg. per Client$17M
Avg. per Advisor$280M
Fee Structure
Minimum Investment:$3M
Investment management only (planning not offered)
Minimum Annual Fee:$30,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
For accounts over $3,000,000, clients are billed using a tiered schedule with a maximum rate of 1.0% on the first $4,000,000, with lower rates on higher tiers. Fees may be different for some clients based on asset type or other considerations.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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Location
21 Advisors at this firm
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