Sophia Digesualdo is a registered investment advisor at Enclave Advisors, LLC, based in Austin, TX, with 3 years of industry experience. Sophia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management. Their firm serves 67 clients with $980M 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 $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.32% |
In certain circumstances, Enclave may in its discretion accept accounts below $5,000,000 with annual fees as follows: First $3,000,000 – annual fee of 1.00%; Balance of $3,000,000 to $5,000,000 – annual fee of .90%. There is generally a minimum annual fee of $30,000 regardless of account size given the complexity of services provided.
Fee Estimator
Location
3600 N. Capital of Texas Hwy., Bldg B, Suite 180, Austin, TX, 78746
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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
Enclave Advisors, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations1 state
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