Sestante Wealth Management is a family office providing investment advice, financial planning, and administrative services to family members and their affiliated entities. Sestante invests primarily in equity and equity-related securities, but also provides advice on other securities and investments, including private equity and hedge funds. Sestante tailors its services to each client's individual needs and allows clients to impose investment restrictions.
Assets Under Management$380M
Clients19
Advisors2
Avg. per Client$20M
Avg. per Advisor$190M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Sestante also charges certain clients an additional or stand-alone fixed monthly fee that is negotiated with each client based on the level and types of services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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