Sestante Family Office

Fee-Only (% of Portfolio)Fixed/Hourly

Sestante Wealth Management operates as a multi-family office, offering personalized investment management, financial planning, and administrative services primarily to family members and their affiliated entities such as trusts, foundations, and corporations. Sestante takes a holistic, total-portfolio approach, managing investments primarily in equities, corporate debt, municipal securities, and alternatives like private equity and real estate. Sestante tailors its strategies to long-term capital appreciation while focusing on preserving capital rather than short-term volatility. The firm also utilizes third-party investment managers, separately managed accounts, and unified managed account platforms when appropriate.

Assets Under Management$430M
Clients16
Advisors2
Avg. per Client$27M
Avg. per Advisor$220M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Sestante charges an annual management fee of up to 2% of assets under management. Fees may be waived or reduced at the firm's discretion, and clients may also negotiate fixed monthly fees.

Fee Estimator
Your Portfolio Value
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Location

2 Advisors at this firm

Sestante Family Office - Fees, AUM & Advisors | TrueAdvisor