Santa Fe’ Wealth Management provides financial planning and investment management services to individuals, high net worth individuals, pension and profit sharing plans, trusts and estates, charitable organizations, and corporations. Investment management is primarily non-discretionary, using mutual funds, ETFs, and individual securities. Financial planning covers budgeting, education, tax, retirement, estate planning, and insurance.
Assets Under Management$12M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are negotiable. A minimum of $250,000 of assets under management is required for this service. This minimum account size may be negotiable under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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