Santiago.Life
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$88,824,851
Clients
130
30% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
130
Very HighAverage account size
$683,268
About
Santiago.life provides investment advisory services to individuals, families, and small businesses, offering discretionary portfolio management, financial planning (project-based and ongoing), advisory consulting, periodic portfolio reviews, and educational seminars and speaking engagements. The firm advises across mutual funds, ETFs, individual securities and cryptoassets and offers both customized portfolios and model-based asset allocation services.
The firm generally manages accounts on a discretionary basis, tailoring allocations and security selection to clients’ objectives, risk tolerance and time horizon and using methods that include fundamental and technical analysis as well as modern portfolio theory; in certain circumstances it may implement options, short sales, or short‑term trading techniques. It also offers an integrated life‑planning relationship that blends regular financial planning with ongoing coaching and weekly meetings, with enrollment intentionally limited to very small cohorts to support the intensive cadence.
Compared with many solo independent advisers, Santiago.life places greater emphasis on public education and speaking, running seminars and paid engagements (and sometimes pro‑bono presentations), a service that is relatively uncommon among peers. The firm also discloses outside business activities tied to content, coaching and an advisor community that consume a material portion of the owner’s time, while managing roughly $88.8 million across about 130 client accounts.
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
ESG / Sustainable investing
Fee options
$5,000 for individual and $7,500 for couple for project-based AlignedLife relationship; $750 initial fixed fee for WealthFusion services; $1,000 - $2,000 range for advisory consulting, negotiable; $1,200 annual fixed fee for periodic portfolio review
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$250 per hour (current rate for termination pro-rata charges)
$24,000 per year for AlignedLife+ services, payable monthly in advance; $9,000 minimum per year for AlignedLife services, payable monthly in arrears
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:
-
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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