Sendero Wealth Management, LLC

Sendero Wealth Management, established in 2008, is a boutique firm based in San Antonio, Texas, specializing in wealth management for families and select institutions. With billions of dollars managed by an experienced team, Sendero focuses on creating long-term plans encompassing public and private investments, risk management, and family office management. The firm offers discretionary and non-discretionary portfolio management, tailoring investment strategies to client financial circumstances and objectives. Sendero's investment philosophy emphasizes asset allocation, diversification, and a blend of active and passive strategies. The firm provides ongoing monitoring, due diligence, and performance reporting for client portfolios. Clients with assets over $3 million are billed on a tiered fee schedule, with a maximum rate of 1.0%. Sendero also offers services for women's wealth management needs. The firm discloses potential conflicts of interest, such as compensation for client referrals and use of third-party service providers. Sendero's Code of Ethics ensures high standards of conduct and fiduciary duty. Clients have access to reports and statements from qualified custodians, with Sendero providing proxy voting services for non-third-party managed accounts. The firm has no disciplinary history and maintains financial stability to meet client commitments.