Sanchez Wealth Management Group manages investment portfolios and provides personalized financial planning and consulting services. The firm uses a holistic wealth management approach to help clients organize their assets, insurance, liabilities, and estate documents. Sanchez Wealth Management Group builds customized portfolios using model portfolios, strategic and tactical asset allocation, and unconstrained approaches, tailoring investments to each client's specific objectives and risk tolerance. The firm primarily serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. Additionally, Sanchez Wealth Management Group can recommend separately managed accounts utilizing independent portfolio managers for discretionary management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The firm charges no more than 2.00% annually, negotiable on a client-by-client basis. Separately managed account programs may charge up to 2.50% annually.