San Blas Advisory Fees & Minimum

Overview

Headquarters: Atlanta, GA
Total Firm Assets: $219 million
Average High-Net-Worth Client Portfolio Size: $1.1 million

Fee Disclosure

Source: SAN BLAS ADV (2026-10-19) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	2.00%
$1,000,001	$2,000,000	1.75%
$2,000,001	$5,000,000	1.50%
$5,000,001	$10,000,000	1.25%
$10,000,001	and above	1.00%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$20,000	2.00%
$5 million	$82,500	1.65%
$10 million	$145,000	1.45%
$50 million	$545,000	1.09%
$100 million	$1,045,000	1.04%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 31.77%
Number of High-Net-Worth Clients: 63
Total Client Accounts: 665
Discretionary Accounts: 654
Non-Discretionary Accounts: 11

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 296929

SAN BLAS ADV (2026-10-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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