Assets Under Management
$991.7M
Number of Clients
613
Number of Advisors
18
Average Client AUM
$1.6M
AUM per Advisor
$55.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sanders Morris LLC provides investment advisory services through its Managed Asset Program (MAP), a wrap fee program with multiple platforms. Clients can choose from various platforms, including Elite, Elite Choice, Elite Trade, Elite LIS, and Elite LAAP, each offering different features and portfolio management options. Lockwood Advisors provides technology infrastructure for MAP.
| 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.
600 Travis, Suite 5900, Houston, TX, 77002-3003