Dustin Cali
Dustin Cali is a CFP-designated registered investment advisor at Sanctuary Advisors, LLC, based in Trinity, FL, with 16 years of industry experience. Dustin 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
1805 Cypress Brook Dr, Suite 103, Trinity, FL, 33629
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2017Customer Dispute
December 2016Customer Dispute
July 2012Other Business Activities
Dustin is a partner at Praetego Tax & Bookkeeping, LLC, where he prepares tax returns and gives tax advice. This takes about a quarter of his time.
Employment History
Current Registrations
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations12 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.