A complete list of active advisors currently associated with Strategic Advisory Services, L.L.C.
Warmer can help you find a great advisor at Strategic Advisory Services, L.L.C. or one who fits your needs even better.
Strategic Advisory Services, L.L.C. provides discretionary wealth management to individuals (including high‑net‑worth clients), trusts, estates and business entities, and reports $184,903,223 in discretionary assets under management across roughly 207 client relationships with a four‑advisor team. Its advisory work includes ongoing portfolio management, selection and oversight of third‑party money managers, and financial planning and retirement distribution planning that the firm states is included with asset management at no additional fee. The firm frequently implements client strategies through SEI Investments’ institutional programs—using SEI Private Trust Company custodian accounts, SEI model asset allocations, and features such as IMAP and the Tax Controlled Program—while also customizing asset allocations by adding asset classes different from SEI models and rebalancing per program guidelines. Strategic Advisory assumes discretionary authority to hire, fire and reallocate TPMMs, monitors third‑party managers, and may combine related household accounts when applying its tiered AUM fee schedules. Distinctive features disclosed in the brochure include a long operating history (client service since 1986) and a close operational relationship with SEI, from which the firm receives software and support and which results in platform fees (the brochure notes a .09% SEI platform fee for certain holdings, capped at $1,000 per account). The firm also discloses that it may receive compensation from third‑party managers it recommends and that it does not vote client proxies, with clients retaining voting responsibility.
To learn more about the advisors currently working at Strategic Advisory Services, L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 40
| |
Houston, TX
| 23
| |
Houston, TX
| 17
| |
Houston, TX
| 6
|
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