Sanctuary Advisors, LLC
Assets Under Management
$27.7B
Number of Clients
17,567
Number of Advisors
357
Average Client AUM
$1.6M
AUM per Advisor
$77.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sanctuary Advisors provides a range of advisory services, including financial planning, portfolio management for individuals and businesses, portfolio management for institutional clients, and selection of other advisors. Services are offered through IARs, who may develop their own investment philosophies and strategies. Clients have access to various securities products.
Fee Structure
Fees for advisory services are generally calculated as a percentage of the total market value of managed assets, not to exceed 2.75%. Fees are negotiated individually, considering portfolio complexity and assets under management. Clients may participate in a wrap fee program. Financial planning services are offered on an hourly or fixed-fee basis, negotiated individually. Additional client fees may apply, such as custodial fees and transaction charges.
Areas of Practice
Location
3815 River Crossing Pkwy, Suite 200, Indianapolis, IN, 46240