Rene Perez is a registered investment advisor at Sanctuary Advisors, LLC, based in Miami, FL, with 24 years of industry experience. Rene 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
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2006Other Business Activities
Rene is involved in several rental real estate ventures, including Pac Enterprises Inc and Chancla LLC, as well as co-owning multiple properties. Property managers handle the day-to-day operations of these rentals, requiring minimal time commitment from Rene.
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations1 state
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.