Bernadine Sanchez is a registered investment advisor at Madrid Wealth Management, based in Albuquerque, NM, with 8 years of industry experience. Bernadine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 128 clients with $210M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
A minimum annual fee of $10,000 will apply but is waived if using MWM’s investment management through Betterment. Betterment charges an additional fee of 0.15%. Fee schedules may be negotiated up or down depending on the complexity of accounts, the inclusion of other services, and the amount service time the client desires. Similarly, a flat fee or custom fee schedule can be negotiated based on client needs.
Fee Estimator
Location
9400 Holly Ave Ne, Bldg 4, Albuquerque, NM, 87122
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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 →Employment History
Current Registrations
Madrid Wealth Management
Previous Registrations
Compound Planning
Redw Wealth LLC
State Registrations1 state
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