Santa Fe Advisors provides investment management and financial planning services for high-net-worth individuals, families, institutions, charitable organizations, and trusts. Founded in 2014 and located in Santa Fe, New Mexico, the firm focuses on managing risk through active portfolio allocation and a long-term, absolute return orientation. Santa Fe Advisors builds diversified portfolios primarily using mutual funds, exchange-traded funds, and selected private investment funds, while avoiding individual stock or bond selection. The firm emphasizes transparency, cost containment, and a strong alignment of interests with clients by personally investing in the same recommended portfolios. Financial planning services are available as part of investment management engagements or on a standalone hourly basis.
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% |
Rates shown are for discretionary management. Non-discretionary accounts are charged higher rates: 1.25% on the first $1M, 1.00% on the next $4M, 0.75% on the next $5M, and 0.50% on amounts over $10M. Fees are negotiable in specific situations.