San Blas Advisory is a registered investment advisory firm that manages investment portfolios for individuals, high net worth individuals, and businesses. San Blas offers portfolio management programs through Charles Schwab, investing in individual equities, mutual funds, ETFs, and UITs. Advisors work with clients to choose third-party money managers based on their financial profile and investment goals.
Assets Under Management$220M
Clients665
Advisors9
Avg. per Client$330K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. Total fees for all programs will not exceed 4%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...