Sable X Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sable X Wealth Management is an independent, state-registered advisory firm that works with individuals, high net worth individuals, and charitable organizations to provide discretionary asset management and financial planning and consulting services. The firm also offers ongoing planning engagements, client referrals to other registered advisers, and a monthly market commentary intended for subscribers.
The firm describes an investment process that draws on fundamental and technical analysis as well as modern portfolio theory, and it implements long- and short-term, income, and hedging strategies according to each client’s objectives and risk tolerance. Accounts are managed on an individualized basis with discretionary trading available when authorized, and clients may impose reasonable investment restrictions; periodic reviews occur at least annually and more frequently for ongoing planning clients.
Distinctive features disclosed in the Form ADV include operating a wrap fee program (an arrangement relatively uncommon among independent advisers) and distributing a monthly newsletter, as well as an affiliated seasonal tax-preparation business that offers optional tax-preparation services to clients. The brochure also notes that the firm is newly registered and currently reports no assets under management, and it discloses that the firm’s principal was the subject of a prior FINRA disciplinary action resulting in fines and a suspension.
Client services
Expertise
Fee options
Ongoing annual financial planning fee of $1,000 paid monthly in advance
$65,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: Negotiable < 1.00%
$250 per hour for financial planning services
Account minimum: $65,000 Minimum fee: Minimum fee of $500 Fee-only: Financial planning fees: $250 per hour, $1,000 annual ongoing planning fee (paid monthly in advance)
Main office
Dayton TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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