Sausley, Tommy, Ned (League City)


Sausley, Tommy, Ned is an adviser based in League City. It manages $35 million of regulatory assets for 61 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Texas.

Sausley, Tommy, Ned provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm also engages as cfp, crpc.

Sausley, Tommy, Ned: assets under management

The assets under management (AUM) of Sausley, Tommy, Ned is $35 million. The firm's AUM has grown by 40% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts and $10 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $500 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $909.09 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sausley, Tommy, Ned for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in League City

The principal office where Sausley, Tommy, Ned performs its advisory services is located at 4756 Oakmont Ct., League City, TX 77573 4466 The mailing address of the firm is P.O. Box 2565, League City, TX 77574. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 281-772-8412 or by fax 281-334-1153. The normal business hours are 9am-5pm on Monday - Friday.