Sanctuary Advisors manages investment portfolios and provides financial planning services for individuals, businesses, trusts, and estates. Sanctuary Advisors offers several investment programs, including advisor-directed accounts, separately managed accounts, and unified managed accounts, using a network of independent investment advisor representatives. The firm's services cover wealth accumulation, retirement planning, tax strategies, estate planning, and education funding. Sanctuary Advisors uses fundamental, quantitative, and technical analysis to build diversified portfolios tailored to each client's specific goals and risk tolerance. Clients can choose between discretionary management—where the firm makes trades on their behalf—and non-discretionary arrangements. The firm also provides retirement plan consulting services for employers and helps individuals with retirement account rollovers. Sanctuary Advisors operates through multiple qualified custodians and maintains affiliations with broker-dealers and asset management firms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees are negotiated individually with your investment advisor representative, up to a maximum annual rate of 2.75% of your total portfolio assets.