Sax Wealth Advisors, LLC
Assets Under Management
$2.4B
Number of Clients
1,086
Number of Advisors
33
Average Client AUM
$2.2M
AUM per Advisor
$74.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SAX Wealth Advisors manages investment portfolios and offers wealth management services, including retirement planning, tax planning, and estate planning. They primarily recommend passively managed mutual funds and ETFs. They also provide comprehensive financial planning services and specialized consulting services. SAXWA is wholly owned by Sax Advisory Group, LLC.
Fee Structure
Minimum Investment:$1.5M
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Fee schedule may be negotiated in certain cases. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$15,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location
389 Interpace Parkway, Suite 3, Parsippany, NJ, 07054
33 Advisors at this firm
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