Santa Fe' Wealth Management
Santa Fe' Wealth Management (CRD# 140810) is a financial advisory firm headquartered in San Diego, CA. They manage $12,000,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management12MILLION
Total Number of Accounts15ACCOUNTS
Average Account Value$800,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Donald Haskell (CRD# 239370) is an Investment Advisor Representative working at Santa Fe' Wealth Management in San Diego, CA and has over 14 years of experience in the finance industry.