Assets Under Management
$92.7M
Number of Clients
52
Number of Advisors
1
Average Client AUM
$1.8M
AUM per Advisor
$92.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sirius Wealth Management Strategies provides customized investment management services including financial goal setting, risk assessment, and strategic asset allocation. They also offer financial planning services, working with tax planners and legal teams to offer sound financial planning and risk mitigation strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable above $10,000,000
TX, United States