Maria Wood is a registered investment advisor at Sanctuary Advisors, LLC, based in Glen Haven, CO, with 12 years of industry experience. Maria 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
19 Memory Lane, Glen Haven, CO, 80532
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.
Sanctuary Securities, INC.Broker
Previous Registrations
Titan Global Technologies LLCBroker
Robinhood Financial, LLCBroker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Alps Portfolio Solutions Distributor, INC.Broker
Transamerica Capital, INC.Broker
Touchstone Securities, INC.Broker
Proequities, INC.Broker
Natcity Investments, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
State Registrations51 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.