Santiago.Life
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$88,824,851
Total clients
130
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
130
Average account size
$683,268
About
The firm is a solo independent registered investment adviser that serves individuals, corporations, and small businesses with discretionary portfolio management, financial planning, periodic portfolio reviews, and advisory consulting. It also conducts educational seminars and speaking engagements and advises on a range of investments including mutual funds, ETFs, individual securities and cryptoassets.
The advisor typically manages client accounts on a discretionary basis using asset-allocation models (both proprietary and third- party), with ongoing monitoring and monthly rebalancing, and employs methods that include fundamental, technical and modern portfolio theory. The firm offers a structured AlignedLife+ relationship that requires monthly same-day meetings and completion of tasks in a Notion dashboard (journaling, mindfulness, fitness and a spiritual practice), and limits new AlignedLife+ enrollments to one client per month.
Notably, the firm’s brochure discloses a regular program of educational seminars and paid speaking engagements — a service that is uncommon among peers in this category and is sometimes offered pro bono at the firm’s discretion. The adviser also maintains several branded service tiers (WealthFusion, WealthGenesis, AlignedLife), some of which are grandfathered, and discloses material outside-business activities involving content, education, and advisor community work.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Asset allocation selection and monitoring; periodic portfolio review; and advisory consulting
Asset allocation selection and monitoring; periodic portfolio review; and advisory consulting
Expertise
Active portfolio management
Occupation focus
Executive
Demographic focus
Established Professionals
Fee options
Project-based AlignedLife ($5,000 individual, $7,500 couple), WealthFusion initial fixed fee ($750).
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$250 per hour (used for pro-rata charges upon termination of certain services).
Account minimum: No minimum stated; however, firm reserves right to terminate accounts deemed too small to manage effectively. Fee-only: Fixed fees for advisory consulting ($1,000 - $2,000), periodic portfolio review ($1,200 annually), AlignedLife+ ($24,000 annually), project-based AlignedLife ($5,000 individual, $7,500 couple), WealthFusion fixed fee ($750) plus annual fee ($1,800 or $3,600), WealthGenesis 0.35% AUM.
Main office location
Santiago.Life
11650 Lantern Rd., Suite 236
Fishers IN 46038, United States
Number of offices
1
Most active in
Santiago.Life has reported serving >5 clients in these states in the last 12 months.
Indiana
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:
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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
Quick links
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