Sanchez & Zures works with clients to identify their investment goals and risk tolerance to create a suitable portfolio allocation. They offer investment management services using individual stocks, bonds, exchange-traded funds, and mutual funds. They also provide financial planning services, including preparing balance sheets, investment analysis, education funding analysis, retirement plan analysis, estate planning analysis, insurance needs analysis, cash flow analysis, and tax return preparation.
Assets Under Management$200M
Clients146
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees are negotiable for accounts over $3,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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