Mariah Sacoman
Mariah Sacoman is a CFP-designated registered investment advisor at Highrocks Wealth, LLC, based in Santa Fe, NM, with 15 years of industry experience. Mariah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 7 more. Their firm serves 12 clients with $5.7M 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 $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees negotiable for amounts over $5,000,000.
Fee Estimator
Contact
Mariah Sacoman
Location
1925 Aspen Drive, 200B, Santa Fe, NM, 87505
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Mariah co-owns real estate and spends minimal time on upkeep and association meetings. Although Mariah is a licensed insurance agent since 2010, she does not actively sell insurance, spending minimal time on continuing education and insurance analyses for clients.
Employment History
Current Registrations
Highrocks Wealth, LLC
Previous Registrations
Longview Asset Management, LLC
LPL Financial LLC
Morgan Stanley
Signator Investors, INC.
State Registrations2 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.