Luis Fuentes
Luis Fuentes is a registered investment advisor at Sanctuary Advisors, LLC, based in Miami, FL, with 55 years of industry experience. Luis 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
1450 Brickell Ave, STE 2610, Miami, FL, 33131
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Regulatory History (3)
Judgment / Lien
May 2023Judgment / Lien
October 2018Judgment / Lien
October 2018Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.
Sanctuary Securities, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
Thomson Mckinnon Securities INC.Broker
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
State Registrations6 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.