Saperston Legacy Advisors, INC.

Assets Under Management

$56.9M

Number of Clients

121

Number of Advisors

3

Average Client AUM

$470K

AUM per Advisor

$19.0M

Compensation

Fee-Only (AUM)

About This Firm

Saperston Legacy Advisors, Inc. offers continuous advice on client investments based on individual needs. They develop personal investment policies and manage portfolios accordingly, considering objectives, time horizons, risk tolerance, and liquidity needs. They manage accounts on both discretionary and non-discretionary bases.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
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Location

172 Lake Street, Hamburg, NY, 14075

3 Advisors at this firm

Saperston Legacy Advisors, Inc. | TrueAdvisor