Assets Under Management
$2.0B
Number of Clients
5,355
Number of Advisors
64
Average Client AUM
$378K
AUM per Advisor
$31.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Sunbelt Securities, Inc. provides investment advisory services through the Sunbelt RD Wrap Fee Program. IARs offer discretionary portfolio management tailored to client needs. The program charges an inclusive fee for account management, brokerage, and clearance. Minimum investment is generally $25,000, but can be waived.
2700 Post Oak Blvd Ste 1700, Houston, TX, 77056