Stephen Alan Colavito

San Blas Advisory, INC.

30 Years of Experience

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Firm Information

San Blas Advisory, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

8 advisors

Number of Clients

446 clients

Average Client Portfolio

$300K average

Assets Under Management

$133.7M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $2.0M	1.75%
$2.0M - $5.0M	1.50%
$5.0M - $10.0M	1.25%
$10M+	1.00%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:Up to $15,000

Hourly Rate:Up to $200/hr

The firm charges an annual fee based on assets under management, as detailed in the fee table. Fees are negotiable. Hourly financial planning and consulting are available at a maximum of $200/hour, also negotiable. Comprehensive financial planning has a maximum fee of $15,000, while limited financial planning is billed at a maximum of $200/hour. There is currently no minimum account size.

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Areas of Practice

Financial Planning & CoachingInvestment ManagementHigh Net WorthBusiness Owners

Advisor Information

Office location

3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326-1184

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Regulatory History (1)

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Employment Separation After Allegations

April 2012

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Other Business Activities

Stephen consults with Enverra Partners and is a council member at Gerson Lehrman Group, both non-investment-related consulting roles. These activities take a few hours per week and minimal time, respectively.