Johnathan Rankin
Johnathan Rankin is a registered investment advisor at Sanctuary Advisors, LLC, based in Dallas, TX, with 18 years of industry experience. Johnathan 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
1919 McKinney Ave #100, Dallas, TX, 75201
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Regulatory History (3)
Employment Separation After Allegations
September 2019Customer Dispute
November 2017Customer Dispute
January 2016Other Business Activities
Johnathan is an officer/director of the Theorem Wealth Management YouTube channel, which shares educational content about retirement planning. He spends a few hours per week creating and presenting content.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.
Sanctuary Securities, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 states
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.