Joseph Schuetze
Joseph Schuetze is a registered investment advisor at Sanctuary Advisors, LLC, based in San Antonio, TX, with 23 years of industry experience. Joseph 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
700 E Sonterra Blvd, Suite 1206, San Antonio, TX, 78258
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2011Customer Dispute
June 2010Employment History
Current Registrations
Sanctuary Advisors, LLC
Previous Registrations
Pax Financial Group
360 Wealth Management, LLC
LPL Financial LLCBroker
LPL Financial LLC
MML Investors Services, INC.
MML Investors Services, INC.Broker
American General Securities IncorporatedBroker
Franklin Financial Services CorporationBroker
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.