San Blas Advisory, INC.
Assets Under Management
$133.7M
Number of Clients
446
Number of Advisors
8
Average Client AUM
$300K
AUM per Advisor
$16.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
San Blas Advisory, Inc. offers portfolio management programs through Charles Schwab, investing in equities, mutual funds, ETFs, UITs, and options based on individual client suitability. They also assist in selecting third-party money managers. Financial planning services include comprehensive and limited planning, as well as hourly consulting.
Fee Structure
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
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.
Areas of Practice
Location
3424 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326