RLS Wealth, operating as Santiago.life, offers investment advisory services including customized portfolio management and financial planning. They focus on aligning financial goals with personal well-being through their AlignedLife+ program, which includes monthly meetings and tasks related to mindfulness, fitness, and spirituality. They also offer periodic portfolio reviews and advisory consulting services. Some services are grandfathered and no longer available to new clients.
Assets Under Management$75M
Clients130
Advisors1
Avg. per Client$580K
Avg. per Advisor$75M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
This rate applies to the AlignedLife+ Investment Management service. The WealthGenesis service also charges 0.35% of assets under management for investment management only, but this is a grandfathered service.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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