Timothy Wright is a registered investment advisor at Sanctuary Advisors, LLC, based in Miami, FL, with 5 years of industry experience. Timothy 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Timothy is a Life Trustee for Newfields, President of WTW Holdings, Inc., Director Emeritus for Eiteljorg Museum, and a Board Member for Community Health Network Foundation. He dedicates about a quarter of his time to WTW Holdings, Inc. and minimal time to the other activities.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Previous Registrations
Windsor Wealth Management, INC.
Wealth Planning & Management, LLC
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.