已檢閱 Sendero Wealth Management

直接審查 | Thg 06 4, 2025

整體想法

好

Sendero offers a wide range of services tailored to meet the complex needs of its clients. These include Traditional Advisory Services Comprehensive, family-centric approach utilizing both traditional and alternative investment managers.

你鍾意Sendero Wealth Management嘅咩？

Sendero's emphasis on a "stay wealthy" mindset shows they prioritize long-term stability over short-term gains. This conservative, disciplined approach can be reassuring for clients who value preservation and thoughtful growth of wealth rather than chasing market trends.

你對Sendero Wealth Management有咩唔滿意嘅地方？

What I dislike about Sendero is that uses a tiered, asset-based fee model with a maximum of 1.10% on the first $1 million, detailed fee breakdowns are not publicly listed.

整體體驗

易用性

出色

客戶支援

出色

安全和私隱

出色

已檢閱 Sendero Wealth Management

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