San Blas Advisory manages investment portfolios and provides personalized financial planning services for individuals, high-net-worth individuals, and businesses. The firm builds portfolios using individual stocks, mutual funds, exchange-traded funds, and options, and can also help clients select third-party money managers through platforms like Charles Schwab. San Blas Advisory offers comprehensive financial planning, limited planning focused on specific goals, and hourly consulting. The firm tailors its services to each client's individual objectives and risk tolerance.
Assets Under Management$220M
Clients665
Advisors10
Avg. per Client$330K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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 between the client and advisor. Custodian transaction fees and other third-party charges may apply.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...