Sather Financial Group offers investment management and financial planning services. Their approach is based on the strategies of value investors like Warren Buffett, emphasizing ethical behavior. They act as a fiduciary, legally obligated to act in clients' best interests. They assess client needs to create customized portfolios, considering factors like assets, cash flow, time horizon, and risk tolerance. They also offer financial planning services on an as-requested basis.
Assets Under Management$2.3B
Clients482
Advisors9
Avg. per Client$4.7M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees may be negotiable depending upon the size of the relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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