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Luis Fuentes

Sanctuary Advisors, LLC
55 Years of Experience
Miami, FL
3 DisclosuresBroker
View SEC Summary
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Luis Fuentes is a registered investment advisor at Sanctuary Advisors, LLC, based in Miami, FL, with 55 years of industry experience. Luis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Education Planning, Estate Planning, and 6 more. Their firm serves 19,540 clients with $35B in assets under management.

Sanctuary Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
402 advisors
Number of Clients
19,540 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$34.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1450 Brickell Ave, STE 2610, Miami, FL, 33131

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
May 2023
Judgment / Lien
October 2018
Judgment / Lien
October 2018
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Sanctuary Advisors, LLC
May 2022 - Present · 4 yrs 5 mos
Sanctuary Securities, INC.
April 2022 - Present · 4 yrs 6 mos
Sanctuary Securities, INC.Broker
April 2022 - Present · 4 yrs 6 mos
Previous Registrations
Morgan Stanley
December 2012 - April 2022 · 9 yrs 4 mos
Morgan StanleyBroker
November 2012 - April 2022 · 9 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2004 - December 2012 · 8 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 1978 - December 2012 · 34 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
April 1974 - September 1978 · 4 yrs 5 mos
Thomson Mckinnon Securities INC.Broker
April 1972 - May 1974 · 2 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
March 1971 - May 1972 · 1 yr 2 mos
State Registrations6 states
CAFLGANYOHTX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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