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.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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.