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Updated September 28, 2026. Quick answer: Sanctuary Advisors’ own Form ADV Part 2A brochure states, at the entity level: “Sanctuary Advisors does not impose minimum account sizes or a minimum investment amount; however, individual IARs or sub-advisors may require you to meet minimum asset thresholds for an account to be managed.” Its own fee-schedule table separately lists a specific dollar minimum for every named program it actually offers, from $10,000 to $250,000 depending on the program (see below).
The minimum, in the firm’s own words
Sanctuary Advisors’ own Form ADV Part 2A brochure states, at the entity level: “Sanctuary Advisors does not impose minimum account sizes or a minimum investment amount; however, individual IARs or sub-advisors may require you to meet minimum asset thresholds for an account to be managed.” Its own fee-schedule table separately lists a specific dollar minimum for every named program it actually offers, from $10,000 to $250,000 depending on the program (see below).
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| Sanctuary’s Advisor Directed, SMA, and UMA programs | No firm-wide minimum stated; per-program minimums in the fee table run $10,000-$250,000 | Varies with account size | Not addressed for the per-program figures; the firm-wide statement is unconditional |
| Source: Form ADV 2A: Firm Brochure, April 2025 | |||
Sanctuary Wealth’s own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $6,875 |
| $500,000 | $13,750 |
| $1,000,000 | $27,500 |
| $2,000,000 | $55,000 |
What else to know
Per-program minimums from Sanctuary’s own fee-schedule table: $10,000 (Advisor Directed, American Funds Core Portfolios, WealthStart Portfolios, SMA Mutual Funds and ETF Strategists), $50,000 (AdvisorFlex/Asset Allocation Portfolios), $100,000 (SMA Equity/Balanced and Fixed Income Strategists, UMA), and $250,000 (SMA Direct Indexing).
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Sanctuary Wealth’s own published fee schedule runs up to $13,750 a year (the published maximum, which the firm says is negotiable); see the full dollar breakdown from Sanctuary Wealth’s own fee disclosure across several account sizes. Read our full review of Sanctuary Wealth before you decide.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? See how much it costs to leave Sanctuary Wealth, or read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- 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, quoting directly from Sanctuary Wealth’s own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction 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, and it is not a substitute for reading the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.