Saranap Wealth Advisors offers financial planning and portfolio management services. Financial planning is included with portfolio management and covers topics like cash flow, retirement, education, and estate planning. Saranap manages portfolios using various strategies and may recommend third-party investment managers. They work with individuals, high-net-worth individuals, and small businesses.
Assets Under Management$69M
Clients62
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$69M
www.saranapwealthadvisors.com ·www.linkedin.com/company/saranap-wealth-advisor... ·www.facebook.com/saranapwealth/?ref=br_rs
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.15% |
| $250K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
Fee includes sub-advisor fees if applicable. Fees may be discounted.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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