Santander Securities
Assets Under Management
$2.6B
Number of Clients
10,401
Number of Advisors
158
Average Client AUM
$245K
AUM per Advisor
$16.2M
Compensation
Fee-Only (AUM)
About This Firm
Santander Securities LLC offers investment advisory services through its wrap fee Advisory Program, including Fund Strategist Portfolios (FSP), Unified Managed Accounts (UMA), and Separately Managed Accounts (SMA). They also offer securities-based consumer lending, tax impact and overlay services, and financial planning. The firm utilizes the Fidelity Managed Account Xchange Platform (FMAX).
Fee Structure
This firm provides access to wrap fee advisory programs. They also offer financial planning services to wrap fee clients at no additional charge. The firm also receives compensation from the Bank Deposit Sweep Program (BDSP), creating a conflict of interest.
Areas of Practice
Location
75 State Street, Mail Code: Ma-Sst-Inv4, Boston, MA, 02109