SANTIAGO.LIFE

RIASEC Registered

Total AUM

$88.8M

Discretionary

$88.8M

100% of AUM

Avg account

$218K

Accounts

407

Employees

Advisory reps

Firm details

Headquarters: FISHERS, Indiana
CRD number: 257786
Website: www.santiago.life
Custodians: CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.35%
Individuals24.65%
Services: Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

SantiagO.Life is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. SantiagO.Life does not identify as an ESG-focused allocator, is not a multi-state adviser, and does not serve as a capital allocator or pension consultant.