Sanctuary Advisors offers ongoing investment management services based on your individual goals, risk tolerance, and time horizon. They create a plan to help select a portfolio that matches your specific situation. Sanctuary Advisors generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and private placements. Clients may impose restrictions on investing in certain securities or types of securities in accordance with their values or beliefs.
Assets Under Management$240M
Clients45
Advisors2
Avg. per Client$5.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.60% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...