San Antonio Wealth provides investment management services, including financial consulting, asset allocation, portfolio management, and client reporting. Investment advice is provided, with the client making the final decision on investment selection. San Antonio Wealth may retain another registered investment advisor to act as a sub-advisor for some or all of a client’s account assets.
Assets Under Management$520K
Clients3
Advisors2
Avg. per Client$170K
Avg. per Advisor$260K
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
Fees are negotiable. Client and client’s immediate family accounts may be aggregated for fee breakpoint purposes. At the Firm’s discretion, advisory services may be provided without charge to employees and their family members.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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