Rene Perez
Rene Perez is a registered investment advisor at Sanctuary Advisors, LLC, based in San Antonio, TX, with 25 years of industry experience. Rene 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
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
Location
40 NE Loop 410 STE 608, San Antonio, TX, 78215
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.
Exams
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