White Sands Family Office offers asset management services, managing client accounts with ongoing supervision and investment opportunities in various securities. They also provide financial planning and consulting services, helping clients understand their financial situation and set objectives. This includes reviewing financial goals, tax planning, asset allocation, risk management, retirement planning, and other areas. They can also recommend third-party money managers.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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