SAX Wealth Advisors (SAXWA) manages investment portfolios and offers wealth management services to individuals, high net worth individuals, retirement plans, trusts, charities, and corporations. SAXWA analyzes clients' financial situations, recommends options to achieve financial objectives, implements investment strategies, and monitors performance. SAXWA primarily recommends portfolios of passively managed asset class and index mutual funds or ETFs and, where appropriate, individual fixed income securities. SAXWA also provides comprehensive financial planning services.
Assets Under Management$2.4B
Clients1,086
Advisors38
Avg. per Client$2.2M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$1.5M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees may be negotiable in certain cases. Certain pre-existing investment management services clients may be on a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
38 Advisors at this firm
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