Sansoterra Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,619,576
Clients
28
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
TypicalAverage account size
$1,022,128
About
The firm provides discretionary portfolio management to trusts, high‑net‑worth individuals, IRAs and retirement plans, focusing on preservation of existing wealth across cash, bonds, stocks, mutual funds and ETFs. It does not engage in day trading, derivatives, or performance‑based management and generally declines wrap fee programs.
Investment decisions are driven by a top‑down analysis of global macroeconomic trends, with allocations among asset categories adjusted to reflect the firm’s macro outlook and each client’s risk tolerance while emphasizing low turnover, tax‑aware implementation, and broad diversification. The firm issues a regular Weekly Outlook for clients to summarize economic views and explain strategic decisions, using that commentary as a primary means of client contact.
Compared with peers, the firm’s steady production of client periodicals and frequent written market commentary are noteworthy and relatively uncommon among similar independent advisors, and the practice of primarily serving wealthier accounts rather than lower‑balance retail clients further differentiates its client mix. The firm also adheres to strict fiduciary practices: it avoids soft‑dollar arrangements, declines to serve as custodian or to vote proxies, and relies on an established custodian relationship for trade execution and custody.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Fee options
$0 - $2,000,000: 1% $2,000,001 - $10,000,000: 0.7% $10,000,001 - $40,000,000: 0.5% $40,000,001+: Negotiable
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 for equity accounts; Minimum annual fee of $5,000 for fixed income accounts Fee-only: Fee-only compensation; no commissions or product sales compensation
Main office location
Sansoterra Group LLC
Fredericksburg TX, United States
Number of offices
1
Most active in
Sansoterra Group LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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