South Texas Advisors for Retirees, LLC

Overview

South Texas Advisors For Retirees, LLC is an independent registered investment advisory firm organized as a limited liability company that serves individual and family clients. Its core services combine financial planning with discretionary portfolio management for individuals, small businesses and business or institutional clients. The firm charges both a percentage of assets under management and hourly fees, and it maintains an affiliation with an insurance company, which informs some of its product choices. The adviser does not position itself as an ESG investor and is not listed as a multi-state or pension consulting adviser in the available filings. Control is held at the individual-owner level rather than by a larger corporate or institutional parent.

Assets & Accounts

Public Holdings

Investments & Alternatives