James Sansoterra is a registered investment advisor at Sansoterra Group LLC, based in Fredericksburg, TX, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 28 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.70% |
| $10.0M - $40.0M | 0.50% |
| $40M+ | 0.50% |
Fees are negotiated over $40,000,000 for equity accounts. Minimum annual fee of $10,000 for equity accounts and $5,000 for fixed income accounts. U.S. Government Issues are 0.15% on the first $10,000,000, negotiable over $10,000,000. Tax Exempt Issues are 0.25% on the first $10,000,000, negotiable over $10,000,000.
Fee Estimator
Location
Fredericksburg, TX
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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.
Learn about disclosures →Employment History
Current Registrations
Sansoterra Group LLC
Previous Registrations
Sansoterra Group LLC
State Registrations1 state
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