Assets Under Management
$972.7M
Number of Clients
691
Number of Advisors
2
Average Client AUM
$1.4M
AUM per Advisor
$486.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sequent offers family office wealth management, investment management, financial counseling, portfolio consulting, and fiduciary coordination. They serve individuals, business owners, corporate executives, retirees, trusts, estates, charitable organizations, and corporations. They focus on helping families at key financial crossroads.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.01% |
| $1.0M - $3.0M | 0.01% |
| $3.0M - $5.0M | 0.01% |
| $5.0M - $10.0M | 0.01% |
| $10.0M - $20.0M | 0.01% |
| $20M+ | 0.01% |
Fees over $20 million are negotiable. Certain founding client families may have lower fee arrangements.
952 Echo Lane, Suite 312, Houston, TX, 77024