Advisor at Highrocks Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Highrocks Wealth, LLC
Location
Santa Fe, NM 87505
Credentials
CFP®, Series 63, Series 65
Industry experience
15 years
Mariah Sacoman is a Certified Financial Planner® with 15 years of industry experience. She is the sole advisor at HighRocks Wealth, LLC, where she has worked since 2018. Prior to that, she spent two years at LongView Asset Management LLC. Outside of her advisory work, she maintains her insurance license for continuing education and client insurance analyses. HighRocks Wealth, LLC provides fee-only wealth management and financial planning services to individuals, trusts, estates, charitable organizations, small businesses, and pension/profit-sharing plans. The firm follows a fiduciary standard and an investment approach based on Modern Portfolio Theory and Efficient Market philosophy, emphasizing diversified allocations and regular rebalancing.
Based on Highrocks Wealth, LLC
Based on Highrocks Wealth, LLC
Basic Financial Plan: $4,000; Advanced Financial Plan: $6,000; Comprehensive/Specialized plans: negotiable
$0 - $500,000: 1.5% $500,000.01 - $1,000,000: 1.4% $1,000,000.01 - $2,000,000: 1.3% $2,000,000.01 - $3,000,000: 1.2% $3,000,000.01 - $5,000,000: 1.1% $5,000,000.01+: Negotiable
$400.00 per hour with a minimum engagement of 4 hours ($1,600 minimum)
Account minimum: $500,000 Minimum fee: Minimum annual fee of $7,500 for wealth management services Fee-only: Fee-only investment management services; no commissions
1925 Aspen Drive, 200 B
Santa Fe, NM 87505
New Mexico · Texas
HighRocks Wealth LLC
2018 - Present (8 years)
LongView Asset Management LLC
2016 - 2018 (2 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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