Sankus Wealth Management offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. Sankus also provides financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. Sankus generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including equities, hedge funds, private equity funds, ETFs and venture capital funds.
Assets Under Management$6.3M
Clients17
Advisors1
Avg. per Client$370K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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