Sanchez Gaunt Capital Management (SGCM) offers investment management services, including portfolio management and recommending third-party money managers. SGCM assesses clients' financial situations, goals, and risk tolerance to create customized investment strategies. SGCM also offers educational seminars and workshops on financial topics. When providing investment advice for retirement accounts, SGCM acts as a fiduciary, bound to act in the client's best interest.
Assets Under Management$240M
Clients680
Advisors3
Avg. per Client$360K
Avg. per Advisor$82M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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