Massimiliano Santis is a CFP-designated registered investment advisor at Desmo Wealth Advisors, LLC, based in Lakeway, TX, with 11 years of industry experience. Massimiliano operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 14 clients with $13M 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 $1.0M | 0.60% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
The above fee schedule does not include the Outside Manager’s fee.
Fee Estimator
Contact
Massimiliano Santis
Location
Lakeway, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Massimiliano is a lecturer of economics at Texas State University and an adjunct associate professor of economics at Austin Community College. Teaching economics takes about a quarter of his time at Texas State University and a few hours per week at Austin Community College.
Employment History
Current Registrations
Desmo Wealth Advisors, LLC
Previous Registrations
Dimensional Fund Advisors LP
Dfa Securities LLCBroker
State Registrations1 state
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Exams
Additional Information
Massimiliano (“Massi”) De Santisfounded DESMO Wealth to help people live better lives through increased financial health and wellness. The added clarity and peace of mind that comes from a plan tailored to your values lead to better decision making in all areas of your life and increased life satisfaction.