Tammy Williams is a registered investment advisor at Sanctuary Advisors, LLC, based in Miami, FL, with 10 years of industry experience. Tammy 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
1450 Brickell Avenue, Suite 2610, Miami, FL, 33131
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tammy is a board member for TrueNU, a non-profit organization for Northwestern University Athletics, and a member of Northwestern C100, a women's group. She also serves on the Professional Advisor Leadership Council (PALC) board for the Central Indiana Community Foundation, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Sanctuary Advisors, LLC
Sanctuary Securities, INC.Broker
State Registrations20 states
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