Santa Barbara Management provides comprehensive financial advice to ultra-high net worth families. Services include investment management, tax strategy and preparation, trust and estate planning, and family financial administration. Santa Barbara Management works with clients to develop portfolios and financial plans tailored to their unique needs and goals. They may use third-party subadvisors to manage portions of client portfolios.
Fee Structure
Santa Barbara Management's fees are based on the value of your portfolio, generally ranging from 0.30% to 0.50% per year. However, the annual asset-based portion of fees may fall outside of this range in certain situations. If a third-party subadvisor manages a portion of your portfolio, they will charge an additional fee.