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src="https://satherfinancial.com/wp-content/uploads/2020/07/sfglogodark.png" alt="logo"></a></div></div></div><div class='top_right__mobile right header_side'><div class='header_side_container'><div class="gt3_header_builder_component gt3_header_builder_menu_component"><nav class="main-menu main_menu_container menu_line_enable"><ul id="menu-main-menu-5" class="menu"><li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-home menu-item-5825"><a title=" " href="https://satherfinancial.com/"><span>Home</span></a></li> 386<li class="menu-item menu-item-type-custom menu-item-object-custom current-menu-ancestor current-menu-parent menu-item-has-children menu-item-6766"><a href="#"><span>About Us</span></a> 387<ul class="sub-menu"> 388 <li class="menu-item menu-item-type-post_type menu-item-object-page menu-item-5913"><a href="https://satherfinancial.com/staff-overview/"><span>Staff Overview</span></a></li> 389 <li class="menu-item menu-item-type-post_type 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441 <div class="site_wrapper fadeOnLoad"> 442 <div class="main_wrapper"> 443 444 <div class="container container-sidebar_none"> 445 <div class="row sidebar_none"> 446 <div class="content-container span12"> 447 <section id='main_content'> 448 <div class="pf-content"> <div data-elementor-type="wp-page" data-elementor-id="5918" class="elementor elementor-5918" data-elementor-post-type="page"> 449 <section class="elementor-section elementor-top-section elementor-element elementor-element-f408bc8 elementor-section-stretched elementor-section-full_width elementor-section-height-default elementor-section-height-default" data-id="f408bc8" data-element_type="section" data-e-type="section" data-settings="{"stretch_section":"section-stretched"}"> 450 <div class="elementor-container elementor-column-gap-default"> 451 <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-10da644" data-id="10da644" data-element_type="column" data-e-type="column"> 452 <div class="elementor-widget-wrap elementor-element-populated"> 453 <div class="elementor-element elementor-element-fd8b9e3 elementor-widget elementor-widget-image" data-id="fd8b9e3" data-element_type="widget" data-e-type="widget" data-widget_type="image.default"> 454 <div class="elementor-widget-container"> 455 <img decoding="async" src="https://satherfinancial.com/wp-content/uploads/elementor/thumbs/advisory-banner-ol0pth248f3khtppej8s1aqs5ty89ql2ecy11luth4.jpg" title="advisory-banner" alt="advisory-banner" loading="lazy" /> </div> 456 </div> 457 </div> 458 </div> 459 </div> 460 </section> 461 <section class="elementor-section elementor-top-section elementor-element elementor-element-cd9fe96 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="cd9fe96" data-element_type="section" data-e-type="section"> 462 <div class="elementor-container elementor-column-gap-default"> 463 <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-43b2a52" data-id="43b2a52" data-element_type="column" data-e-type="column"> 464 <div class="elementor-widget-wrap elementor-element-populated"> 465 <div class="elementor-element elementor-element-4ccefae elementor-widget elementor-widget-heading" data-id="4ccefae" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 466 <div class="elementor-widget-container"> 467 <h2 class="elementor-heading-title elementor-size-default">Advisory Services and Fees</h2> </div> 468 </div> 469 </div> 470 </div> 471 </div> 472 </section> 473 <section class="elementor-section elementor-top-section elementor-element elementor-element-5ab833c elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="5ab833c" data-element_type="section" data-e-type="section"> 474 <div class="elementor-container elementor-column-gap-default"> 475 <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-f1a4109" data-id="f1a4109" data-element_type="column" data-e-type="column"> 476 <div class="elementor-widget-wrap elementor-element-populated"> 477 <div class="elementor-element elementor-element-aae3800 elementor-widget elementor-widget-text-editor" data-id="aae3800" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 478 <div class="elementor-widget-container"> 479 <p>SFG earns its compensation by providing investment advisory and financial planning services. Fees are earned as a percentage of assets under management.</p> 480<p>Investment management services fees are as follows:</p> 481<table> 482<tbody> 483<tr> 484<td><span><strong>Assets under Management</strong></span></td> 485<td><span><strong>Annual Fee</strong></span></td> 486</tr> 487<tr> 488<td>$0 – $1,000,000</td> 489<td>1.00%</td> 490</tr> 491<tr> 492<td>$1,000,001 – $3,000,000</td> 493<td>0.80%</td> 494</tr> 495<tr> 496<td>$3,000,001 – $5,000,000</td> 497<td>0.60%</td> 498</tr> 499<tr> 500<td>$5,000,000 plus</td> 501<td>0.40%</td> 502</tr> 503</tbody> 504</table> 505<p>This is a tiered fee schedule such that a $1,000,000 account would have fees of $10,000 per annum, a $3,000,000 account would have fees of $26,000 per annum ($10,000 + $16,000), a $5,000,000 account would have fees of $38,000 per annum ($10,000 + $16,000 + $12,000).</p> 506<p>A client who hires SFG for investment management services will also receive financial planning services as part of our program. The minimum account size for investment management services is $1,000,000 and the minimum annual fee is $10,000. In addition to the management fee for SFGâs services, the client is also responsible for, but not limited to, trading costs, commissions, mutual fund expenses and mark ups or mark downs.</p> </div>
507 </div> 508 </div> 509 </div> 510 </div> 511 </section> 512 <section class="elementor-section elementor-top-section elementor-element elementor-element-a9926aa elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="a9926aa" data-element_type="section" data-e-type="section"> 513 <div class="elementor-container elementor-column-gap-default"> 514 <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-3e5fc04" data-id="3e5fc04" data-element_type="column" data-e-type="column"> 515 <div class="elementor-widget-wrap elementor-element-populated"> 516 <div class="elementor-element elementor-element-8270482 elementor-widget elementor-widget-heading" data-id="8270482" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 517 <div class="elementor-widget-container"> 518 <h2 class="elementor-heading-title elementor-size-default">Investment or Brokerage Discretion</h2> </div> 519 </div> 520 </div> 521 </div> 522 </div> 523 </section> 524 <section class="elementor-section elementor-top-section elementor-element elementor-element-9bda693 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="9bda693" data-element_type="section" data-e-type="section"> 525 <div class="elementor-container elementor-column-gap-default"> 526 <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-850b647" data-id="850b647" data-element_type="column" data-e-type="column"> 527 <div class="elementor-widget-wrap elementor-element-populated"> 528 <div class="elementor-element elementor-element-4ba6faa elementor-widget elementor-widget-text-editor" data-id="4ba6faa" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 529 <div class="elementor-widget-container"> 530 <p><span>SFG has the authority to determine, without obtaining specific client consent the securities to be bought or sold and the amount of the securities to be bought or sold. SFG does the majority of its trading through the institutional arm of Charles Schwab & Co. and our clients trade stocks through Schwab at a flat rate of $0 per trade and there are no trading fees for mutual funds in most cases except institutional class shares at $15 with lower internal fees. Any trading fees are paid directly by client to Schwab, Sather Financial does not receive any benefit from trading fees.</span></p> </div> 531 </div> 532 </div> 533 </div> 534 </div> 535 </section> 536 <section class="elementor-section elementor-top-section elementor-element elementor-element-5e48d4f elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="5e48d4f" data-element_type="section" data-e-type="section"> 537 <div class="elementor-container elementor-column-gap-default"> 538 <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-4f6174f" data-id="4f6174f" data-element_type="column" data-e-type="column"> 539 <div class="elementor-widget-wrap elementor-element-populated"> 540 <div class="elementor-element elementor-element-9bc7211 elementor-widget elementor-widget-heading" data-id="9bc7211" data-element_type="widget" data-e-type="widget" data-widget_type="heading.default"> 541 <div class="elementor-widget-container"> 542 <h2 class="elementor-heading-title elementor-size-default">Additional Compensation</h2> </div> 543 </div> 544 </div> 545 </div> 546 </div> 547 </section> 548 <section class="elementor-section elementor-top-section elementor-element elementor-element-ee50b5b elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="ee50b5b" data-element_type="section" data-e-type="section"> 549 <div class="elementor-container elementor-column-gap-default"> 550 <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-a829b8f" data-id="a829b8f" data-element_type="column" data-e-type="column"> 551 <div class="elementor-widget-wrap elementor-element-populated"> 552 <div class="elementor-element elementor-element-e0401b4 elementor-widget elementor-widget-text-editor" data-id="e0401b4" data-element_type="widget" data-e-type="widget" data-widget_type="text-editor.default"> 553 <div class="elementor-widget-container"> 554 <p><span>SFG does not receive any forms of referral fees, commissions, rebates, 12b-1 fees or bonuses from any outside sources. The only compensation we receive is from our client and is fully disclosed.</span></p> </div>
555 </div> 556 </div> 557 </div> 558 </div> 559 </section> 560 <section class="elementor-section elementor-top-section elementor-element elementor-element-4fef1a4 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="4fef1a4" data-element_type="section" data-e-type="section"> 561 <div class="elementor-container elementor-column-gap-default"> 562 <div class="elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-d018c23" data-id="d018c23" data-element_type="column" data-e-type="column"> 563 <div class="elementor-widget-wrap elementor-element-populated"> 564 <div class="elementor-element elementor-element-5443699 elementor-widget elementor-widget-spacer" data-id="5443699" data-element_type="widget" data-e-type="widget" data-widget_type="spacer.default"> 565 <div class="elementor-widget-container"> 566 <div class="elementor-spacer"> 567 <div class="elementor-spacer-inner"></div> 568 </div> 569 </div> 570 </div> 571 </div> 572 </div> 573 </div> 574 </section> 575 </div> 576 <div class="printfriendly pf-button pf-button-content pf-alignleft"> 577 <a href="#" rel="nofollow" onclick="window.print(); return false;" title="Printer Friendly, PDF & Email"> 578 <img decoding="async" class="pf-button-img" src="https://cdn.printfriendly.com/buttons/printfriendly-pdf-button.png" alt="Print Friendly, PDF & Email" style="width: 112px;height: 24px;" /> 579 </a> 580 </div></div> </section> 581 </div> 582 </div> 583 584 </div> 585 586 </div><!-- .main_wrapper --> 587 </div><!-- .site_wrapper --> 588 <footer class='main_footer fadeOnLoad clearfix' style=" background-color :#f9f9f9;" id='footer'><div class='top_footer column_4 align-left'><div class='container'><div class='row' style="padding-top:70px;padding-bottom:76px;"><div class='span3'><div id="text-8" class="widget gt3_widget widget_text"> <div class="textwidget"><p>The Sather Financial Group Inc. is a âfee-onlyâ financial planning and investment management firm responsible for overseeing more than $1 billion in client assets.</p> 589</div> 590 </div></div><div class='span3'><div id="nav_menu-2" class="widget gt3_widget widget_nav_menu"><h4 class="widget-title">Quick Links</h4><div class="menu-quick-links-container"><ul id="menu-quick-links" class="menu"><li id="menu-item-5782" class="menu-item menu-item-type-custom menu-item-object-custom menu-item-home menu-item-5782"><a href="https://satherfinancial.com/" title=" ">Home</a></li> 591<li id="menu-item-6773" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6773"><a href="https://satherfinancial.com/adv-adv-part-ii/">ADV, ADV Part 2 & Form CRS</a></li> 592<li id="menu-item-6770" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6770"><a href="https://satherfinancial.com/privacy/">Privacy</a></li> 593<li id="menu-item-6772" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6772"><a href="https://satherfinancial.com/contacts/">Contacts</a></li> 594</ul></div></div></div><div class='span3'><div id="nav_menu-3" class="widget gt3_widget widget_nav_menu"><h4 class="widget-title">Insights</h4><div class="menu-insight-container"><ul id="menu-insight" class="menu"><li id="menu-item-6786" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6786"><a href="https://satherfinancial.com/commentaries/">Commentaries</a></li> 595<li id="menu-item-6787" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6787"><a href="https://satherfinancial.com/financial-planning-documents/">Financial Planning Documents</a></li> 596<li id="menu-item-6788" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6788"><a href="https://satherfinancial.com/press-releases/">Press Releases</a></li> 597<li id="menu-item-6789" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6789"><a href="https://satherfinancial.com/published-articles/">Published Articles</a></li> 598<li id="menu-item-6790" class="menu-item menu-item-type-post_type menu-item-object-page menu-item-6790"><a href="https://satherfinancial.com/videos-interviews/">Videos</a></li> 599</ul></div></div></div><div class='span3'><div id="text-9" class="widget gt3_widget widget_text"><h4 class="widget-title">Contacts</h4> <div class="textwidget"><p><i class="fa fa-envelope"> </i><a href="mailto:[email protected]">[email protected]</a></p> 600<p><a href="tel:(361) 570-1800">Phone: (361) 570-1800</a></p> 601<p><i class="fa fa-map-marker"> </i><a href="https://www.google.com/maps/place/120+E+Constitution+St,+Victoria,+TX+77901,+USA/@28.7990309,-97.0074117,17z/data=!3m1!4b1!4m5!3m4!1s0x864266cb6b1a0ea7:0x2b788926c093e9b4!8m2!3d28.7990309!4d-97.005223">120 E Constitution St<br /> 602Victoria, TX 77901</a></p> 603</div> 604 </div></div></div></div></div></footer>
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