Sansoterra Group LLC, owned by James Sansoterra, focuses on preserving wealth through portfolios designed for each client's unique objectives. The firm emphasizes low investment turnover, minimizing tax and transaction costs, and extensive diversification. Sansoterra Group LLC prioritizes global macroeconomic trends to determine investments in stocks, bonds, mutual funds, and ETFs, avoiding day trading and derivative strategies.
Assets Under Management$23M
Clients28
Advisors1
Avg. per Client$810K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $10.0M | 0.70% |
| $10.0M - $40.0M | 0.50% |
| $40M+ | 0.50% |
Fees are negotiated over $40,000,000 for equity accounts. Minimum annual fee of $10,000 for equity accounts and $5,000 for fixed income accounts. U.S. Government Issues are 0.15% on the first $10,000,000, negotiable over $10,000,000. Tax Exempt Issues are 0.25% on the first $10,000,000, negotiable over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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