Sanchez Wealth Management Group helps clients organize their finances and achieve their long-term investment goals. They offer portfolio management, financial planning, and consulting services, tailoring their advice to each client's individual needs and objectives. They may recommend separately managed accounts and provide ongoing reviews of third-party money managers.
Assets Under Management$570M
Clients545
Advisors3
Avg. per Client$1M
Avg. per Advisor$190M
Fee Structure
Minimum Investment:$100K
Sanchez Wealth Management Group's fee for managing your investments is based on a percentage of the value of your portfolio. The exact percentage is negotiated with each client, but it will not exceed 2.00% annually. The fee is charged quarterly in advance. There is a $100,000 minimum to invest, but they may accept smaller accounts.
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