Sanctuary Financial Planning provides comprehensive wealth management, including financial planning and investment management, for a flat annual fee. They also offer hourly financial planning and consulting for specific needs. Sanctuary Financial Planning does not sell financial products or charge asset-based fees, ensuring advice is independent and aligned with client interests.
Fee Structure
Sanctuary Financial Planning manages investments as part of their comprehensive wealth management service, which has a flat annual fee. They build and implement a low-cost, globally diversified investment strategy tailored to your financial plan, risk profile, and time horizon. They monitor and rebalance your portfolio and employ tax-smart management strategies. Investment management is discretionary, meaning they can make changes without asking you first.
