Assets Under Management
$133.7M
Number of Clients
446
Number of Advisors
8
Average Client AUM
$300K
AUM per Advisor
$16.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
San Blas Advisory, Inc. is a registered investment advisory firm in Georgia, offering portfolio management programs through Charles Schwab and direct portfolio management. They manage client assets based on individual suitability and objectives, and may recommend third-party money managers.
| Assets Under Management | 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% |
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326