David Kania is a registered investment advisor at Sanctuary Advisors, LLC, based in Miami, FL, with 23 years of industry experience. David 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 Avenue, Suite 2610, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a non-compensated member of the Board of Directors for St. Vincent DePaul Mission of Waterbury, Inc., a non-profit organization. He advises the Mission's management team and dedicates minimal time to this role.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
Previous Registrations
Umb Distribution Services, LLCBroker
Queens Road Securities, LLCBroker
Edward Jones
Edward JonesBroker
Sentinel Financial Services CompanyBroker
Foreside Fund Services, LLCBroker
Transamerica Capital, INC.Broker
Transamerica Investment Management, LLC
Dana Investment Advisors INC
Berger Distributors LLCBroker
State Registrations5 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.