Sanctuary Wealth Management

Wealth Management Firm in Pocatello, ID

Firm Info
Address: 275 S 5th Ave Ste 151, Pocatello, ID 83201, USA
Website:
Phone: (208) 233-0080

Firm Size
Assets Under Management: $220.2 million
# of Advisors: 6
# of Clients: 634
Client to Advisor Ratio: 106:1
Average Account Size: $347,389
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Sanctuary Wealth Management, LLC Overview

SANCTUARY WEALTH MANAGEMENT, LLC is a Fee-Only investment advisory firm that has been serving clients since 2015. With headquarters located in Pocatello, ID, the firm provides investment advice only and is registered as a Registered Investment Advisory Firm. Clients of SANCTUARY WEALTH MANAGEMENT, LLC can take advantage of a range of services to help meet their financial goals. These include financial planning and portfolio management for individuals and small businesses. The firm believes that by taking a client-focused approach, they can deliver personalized solutions that are tailored to meet the unique needs of each client. Whether a client is looking to build wealth, preserve assets, or plan for retirement, SANCTUARY WEALTH MANAGEMENT, LLC is committed to helping them succeed. By offering fee-only services, the firm can ensure that its clients receive independent, impartial advice that is not influenced by commissions or other conflicts of interest. Ultimately, SANCTUARY WEALTH MANAGEMENT, LLC is a partner that clients can trust to provide objective, personalized solutions that help them achieve their financial goals.

SANCTUARY WEALTH MANAGEMENT, LLC serves a diverse clientele that includes individuals and high net worth individuals. The firm offers customized financial solutions that cater to the unique needs and objectives of each client. With a keen focus on delivering value, SANCTUARY WEALTH MANAGEMENT, LLC assists clients in achieving their financial goals and securing their financial future. When it comes to fee structures, SANCTUARY WEALTH MANAGEMENT, LLC offers a percentage of assets under management (AUM) fee option. This fee structure is based on the percentage of a client's investable assets that the firm manages on their behalf. The percentage charged can vary depending on the level of service provided. This fee structure is popular amongst clients who want a personalized and hands-on approach to managing their investments. By aligning the firm's fees with a client's portfolio size, expense ratios are kept low, and clients benefit from a transparent fee structure that ensures they only pay for the services they receive. SANCTUARY WEALTH MANAGEMENT, LLC's fee structures offer flexibility and value that caters to the unique needs and preferences of each client.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Sanctuary Wealth Management, LLC varies depending on the type of account. For individuals seeking wealth management services, they require a minimum aggregated portfolio size of $1,000,000 or a minimum annual fee of $10,000. For individuals seeking investment management services, the firm requires a minimum aggregated portfolio size of $100,000. For trusts and estates, corporations and business entities, or pension and profit-sharing plans, the minimum portfolio size is generally $50,000. However, the firm notes that they may occasionally make exceptions to these account sizes and minimum fees at their discretion.

How This Office Can Help Pocatello, ID Residents

Sanctuary Wealth Management provides personalized financial planning and asset management services to clients residing in Pocatello, ID. Their expert team of wealth managers understands that residents in this region have unique financial challenges that require a tailored approach to wealth management. For instance, clients may be facing limited income streams from seasonal employment or a reduced number of job opportunities in the area. Likewise, the region's seasonal weather conditions can impact local agriculture, leading to reduced farm yields and crop failures. Sanctuary Wealth Management develops innovative financial strategies that augment clients' income generation while safeguarding their finances against risks of economic uncertainties. With their collaborative and forward-looking approach, they provide clients with comprehensive risk-management and investment solutions that are specific to their financial objectives. Ultimately, Sanctuary Wealth Management assists clients in Pocatello, ID, by helping them achieve their financial goals while preserving their wealth for future generations.

To view the Minimum Investment and Fee Schedule for Sanctuary Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Sanctuary Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Sanctuary Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 275 S 5th Ave Ste 151, Pocatello, ID 83201, USA
Phone (208) 233-0080
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Sanctuary Wealth Management, LLC is registered to service clients in the following states:

  • Arizona
  • Idaho
  • Montana
  • Nevada
  • Texas
  • Utah

Disciplinary History

Sanctuary Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.