Saddock Wealth, LLC

Saddock Wealth, LLC is a registered Investment Adviser established in March 2012, based in Dallas, Texas. The firm specializes in providing financial planning and investment management services to high net worth and ultra-high net worth individuals, trusts, estates, charitable organizations, and businesses. As a fiduciary, Saddock Wealth, LLC is committed to acting in the best interest of its clients, placing their interests first. The firm offers a range of services, including risk management, retirement planning, employee benefits analysis, college financing, and investment consultation. Clients are required to have a minimum of $10,000,000 in investable assets to engage the firm's services, with the possibility of waiving or reducing this minimum based on individual circumstances. Saddock Wealth, LLC recommends Charles Schwab & Co., Inc. Advisor Services and Vanguard Brokerage Services for custody and brokerage services. The firm operates under both discretionary and non-discretionary account authority, allowing clients to choose the level of control over their investments. Clients are encouraged to review account statements received directly from custodians and compare them with any reports provided by the firm. Saddock Wealth, LLC does not participate in wrap fee programs and does not receive compensation for client referrals. The firm's fee structure ranges from $100 to $725 per hour for advisory services, billed based on the complexity of the engagement.