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
Sancus Wealth Management provides portfolio management services based on individual client goals and risk tolerance. They also offer financial planning covering investment, insurance, tax, retirement, college, and debt/credit planning. Investment advice is generally limited to mutual funds, fixed income, real estate funds, insurance products, ETFs, hedge funds, private equity funds and venture capital funds.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fees are negotiable.
2000 South Dixie Highway, Suite 110, Miami, FL, 33133