Santara Wealth Management provides investment advisory services to individuals and other client types. Santara creates tailored investment strategies using stocks, bonds, ETFs, options, mutual funds, and other securities. They also offer financial planning and consulting services covering investment, retirement, estate, tax, education, and business planning. Santara also manages held away assets such as defined contribution plan participant accounts.
Assets Under Management$75M
Clients83
Advisors2
Avg. per Client$910K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.55% |
| $500K - $1.0M | 1.35% |
| $1.0M - $2.5M | 1.15% |
| $2.5M - $5.0M | 0.95% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for accounts over $10,000,000. Maximum AUM-based fee shall be 2.00%. If Turnkey Asset Management Programs (TAMPs) are used, there will be an additional 0.05% charge. Client will be charged an annual account fee of $50 for each account managed.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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