Carla Genelly is a registered investment advisor at Sanctuary Advisors, LLC, based in Chicago, IL, with 39 years of industry experience. Carla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,567 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.
Location
209 S. Lasalle Street, Suite 12, Chicago, IL, 60604
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Carla is a registered investment advisor as a sole proprietor, offering investment advice on a consulting basis, dedicating about 10-20% of her time. She also serves as a board member for Mission Eurasia, a Christian organization, attending three board meetings per year.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Carla Voss Genelly
Previous Registrations
David A. Noyes & Company
Vmf Capital
Vmf Capital LLC
Nations Financial Group, INC.
Nations Financial Group, INC.Broker
Aegon USA Securities INC.Broker
Securities Corporation of IowaBroker
The Illinois Company, INC.Broker
Griffin, Kubik, Stephens & Thompson, INC.Broker
State Registrations24 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.