David Kantor is a registered investment advisor at Santa Fe Advisors LLC, based in Santa Fe, NM, with 15 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 91 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Fee schedule is for discretionary accounts. Non-discretionary accounts are charged higher fees: 1.25% on the first $1 million, 1.00% on the next $4 million, 0.75% on the next $5 million, and 0.50% on amounts over $10 million. Fees may be negotiated.
Fee Estimator
Location
330 Garfield Street, Ste. 301, Santa Fe, NM, 87501
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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.
Learn about disclosures →Other Business Activities
David is an indirect owner of Prudent Management Associates (PMA) through his ownership in Kantwell Partners, LLC, where he provides investment advice to a small number of clients. This activity takes about 10-20% of his time. He is no longer a partner of Michael Hampton Design, LLC as of 2014.
Employment History
Current Registrations
Santa Fe Advisors LLC
Previous Registrations
First Santa Fe Advisors, LLC
State Registrations1 state
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