Sanctuary Advisors offers investment advisory services through its network of investment advisor representatives. Sanctuary Advisors offers a variety of services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Clients have access to a wide range of securities products. Most of Sanctuary’s IARs are dually licensed, offering both investment advisory and brokerage services.
Fee Structure
Sanctuary Advisors' fees for investment management are calculated as a percentage of the total market value of the assets managed by your investment advisor representative. The maximum fee is 2.75% of your portfolio. Fees are negotiated individually. Clients may participate in a wrap fee program, which includes management, brokerage, custodial fees, and other related costs.