Lucien Stirling & Gray Advisory Group Inc

Lucien, Stirling & Gray Advisory Group, Inc. is a Texas Corporation established in 1992, offering Investment Advisory Services to various clients, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm provides both supervisory and non-supervisory accounts, charging fees based on a percentage of assets under management. Clients can also opt for individual consultations or one-time analyses of specific securities. The firm maintains various investment models overseen by an Investment Policy Committee. Lucien, Stirling & Gray acts as a fiduciary for certain accounts, subject to specific duties and obligations. The minimum account value is $500,000, with discounts available for accounts over $1 million. Asset management fees are 1.5% per annum, with discounts based on account value. The firm does not charge performance-based fees and does not participate in client accounts. Investment strategies focus on mutual fund shares with long-term holding periods. Clients have investment discretion for model portfolio allocations. The firm does not vote proxies on behalf of clients and does not have custody of client securities. Lucien, Stirling & Gray does not pay for client referrals, does not accept commissions, and does not act as a broker/dealer. The firm's financial condition is stable, with no known impairments.