Sancus Wealth Management LLC
Assets Under Management
$6.3M
Number of Clients
17
Number of Advisors
2
Average Client AUM
$368K
AUM per Advisor
$3.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sancus Wealth Management provides portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Investment advice is generally limited to mutual funds, fixed income securities, real estate funds, insurance products, ETFs, hedge funds, private equity funds and venture capital funds.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fees are generally negotiable.
Fee Estimator
The annual portfolio management fee is 1.50% of assets under management. This fee is negotiable. Financial planning fees are charged either as a fixed fee (between $100 and $5,000) or an hourly fee (between $25 and $1,000). Clients are responsible for third-party fees such as custodian and brokerage fees. Clients may terminate the agreement with written notice.
Areas of Practice
Location
2000 South Dixie Highway, Suite 110, Miami, FL, 33133