Sather Financial Group, Inc

CRD#109344
Investment Advisor Firm

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Learn more about Sather Financial Group, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Sather Financial Group, Inc is a financial advisor firm based in Victoria, Texas. The company handles $1.7 billion in total assets throughout 394 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management (AUM). The company has a small group, including 7 financial advisors. Sather Financial Group, Inc is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like stocks, options and bonds.

    Sather Financial Group, Inc administers all of its accounts on a discretionary basis. Discretionary management means that transaction decisions for the client's account are made by an investment advisor without needing client authorization. The investment advisory firm supervises about $4.3 million for every customer account. The average advisor at Sather Financial Group, Inc oversees around 56 client accounts, making it about average in terms of personalization.

    The firm's headquarters is located at 120 E. Constitution St, Victoria, Texas 77901. The firm is allowed to provide services to customers across a number of states, including Louisiana, Nebraska, New Hampshire and Texas.

    Assets Under Management

    $1.7 billion

    Number of Advisors

    7

    Disclosures

    No

    Office Location

    120 E. Constitution St
    Victoria, TX 77901

    Sather Financial Group, Inc by the Numbers

    Total Assets Under Management

    $1.7 billion

    National Average: $8.6 billion
    Total Number of Employees

    7

    National Average: 64
    Total Number of Accounts

    394

    National Average: 375,227
    Average Account Size

    $4.3 million

    National Average: $23.0 thousand
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    Products and Services

    Sather Financial Group, Inc offers multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. In the past financial year, Sather Financial Group, Inc provided financial planning services to 251-500 of its customers. It does not sell products or offer services apart from investment advice to its investment advisory customers.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Find a firm that offers this service

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Offered by 6% of firms

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees vary depending on which services are offered. However, fees charged by the firm most likely are comprised of any blend of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Sather Financial Group, Inc manages money for a number of different investors. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations, corporations and other. Out of its 394 customers, Sather Financial Group, Inc's biggest client group is retail investors, but it also serves 167 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's clients reside abroad.

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    Disclosures

    Sather Financial Group, Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Sather Financial Group, Inc

    Evan Martinez
    New Braunfels, TX
    Jonathan Zahradka
    Victoria, TX
    Caleb Bronnenberg
    Victoria, TX
    Tammy Kimbrough
    Victoria, TX
    Warren Udd
    Victoria, TX
    David Sather
    Victoria, TX

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    The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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