Sanskar Advisors provides ongoing investment advice and portfolio management services. They focus on selecting investments that are suitable for each client's individual needs and goals, with an emphasis on diversification. Sanskar maintains authority to make trades without asking clients first, as agreed in writing. They offer free initial financial planning to help understand a client's needs and risk tolerance. Clients receive monthly statements and can impose reasonable restrictions on their accounts.
Assets Under Management$48M
Clients89
Advisors1
Avg. per Client$540K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$600
Sanskar Advisors charges an annual fee for managing your investments, which is the greater of:
- A minimum of $600 per year, which includes financial planning and investment management.
- A weighted average fee based on your portfolio's mix of stocks and bonds, where stock exposure is charged 1.25% per year and cash/CD/bond/mutual fund exposure is charged 0.50% per year.
Fees are calculated quarterly based on the average balance of your account. All fees are negotiable.
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