Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Sanctuary Wealth discloses a maximum, individually negotiated rate of 2.75% in its Form ADV 2A: Firm Brochure (April 2025). Converted to dollars, that runs $13,750 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV 2A: Firm Brochure (April 2025): “Fees for advisory services are generally calculated as a percentage of the total market value of the managed assets. Sanctuary Advisors offers its investment advisory services through a network of IARs that each create a fee schedule for accounts primarily serviced by such IAR, which will be provided to clients. In no event shall the maximum fee exceed 2.75% for the total portfolio assets committed to the IAR. Fees are negotiated on an individual basis at the time of the engagement for such services.”
Note: The reports.adviserinfo.sec.gov URL resolves only to the Part 1A registration filing; the actual Firm Brochure (04/2025) and companion Wrap Fee Program Brochure (03/2025) were located on Sanctuary Wealth’s own disclosures page; both state the identical 2.75% firm-wide ceiling. Item 4 states total client AUM ~$27.696 billion as of 12/31/2024, which conflicts with the roster’s $34.9B figure; flagged, not resolved.
The published maximum: 2.75% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $6,875 | 2.75% |
| $500,000 | $13,750 | 2.75% |
| $1,000,000 | $27,500 | 2.75% |
| $2,000,000 | $55,000 | 2.75% |
Sanctuary Advisors’ network of IARs each set their own fee schedule within a firm-wide ceiling the brochure states explicitly may ‘in no event’ exceed 2.75% of committed portfolio assets. No dollar minimum fee is stated.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Sanctuary Wealth’s own published maximum rate runs up to $13,750 a year.
Comparing Sanctuary Wealth against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
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Source: WiserAdvisor’s service descriptionSources
- Form ADV 2A: Firm Brochure (April 2025): https://sanctuarywealth.com/wp-content/uploads/2025/04/Sanctuary-Advisors-LLC-ADV-Part-2A-Firm-Brochure-04-2025.pdf
- SEC Investment Adviser Public Disclosure, Sanctuary Advisors, LLC (CRD #226606): https://adviserinfo.sec.gov/firm/summary/226606
- Sanctuary Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/226606/PDF/226606.pdf
Methodology. This page was built September 28, 2026, drawing on Sanctuary Wealth’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Sanctuary Wealth instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Sanctuary Wealth review.
Is Sanctuary Wealth a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Sanctuary Wealth’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Sanctuary Wealth against other options? See Sanctuary Wealth alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.