Santa Fe Advisors provides investment management and financial planning services. They work with clients to understand their financial goals related to assets, cash flow, risk tolerance, and long-term planning. They manage investment portfolios using a mix of active and passive investments. Financial planning is available as part of investment management or on a stand-alone basis. Santa Fe Advisors focuses on managing risk and believes active portfolio allocation is critical. They aim to minimize costs and maintain open communication with clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.35% |
Fee schedule is for discretionary accounts. Non-discretionary accounts are charged higher fees: 1.25% on the first $1 million, 1.00% on the next $4 million, 0.75% on the next $5 million, and 0.50% on amounts over $10 million. Fees may be negotiated.