Msc Adviser I, LLC
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Learn more about Msc Adviser I, LLC
Overview
Msc Adviser I, LLC operates as a financial advisory company headquartered in Houston, Texas. Msc Adviser I, LLC oversees $1.4 billion in total assets throughout three client accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). It has an average-sized team, including 53 financial advisors. Msc Adviser I, LLC is not a registered broker-dealer, signifying that it cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets like bonds, options and stocks.
Msc Adviser I, LLC administers more than half of the company's client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell judgments for the client's account without needing to seek client authorization. Msc Adviser I, LLC also administers one non-discretionary accounts totaling $112.7 million in assets. Msc Adviser I, LLC's average account size is $466.7 million. The typical advisor at Msc Adviser I, LLC manages fewer than one client account, placing it among the most personalized firms in the country.
The company's central office is at 1300 Post Oak Boulevard, Houston, Texas 77056. The firm is legally permitted to serve customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Msc Adviser I, LLC by the Numbers
$1.4 billion
91
3
$466.7 million
Fee Structure
Fees charged by financial advisors usually vary depending on the type of services provided. However, fees charged by Msc Adviser I, LLC can include the following fee types: asset-based or performance-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Msc Adviser I, LLC provides services to business development companies, pooled investment vehicles and insurance companies. Out of its three accounts, Msc Adviser I, LLC's biggest client group is insurance companies. None of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Msc Adviser I, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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