Saratoga Investment Solutions is a financial planning and investment advisory firm. They specialize in retirement, income distribution, estate, and elder care planning. Saratoga Investment Solutions provides investment recommendations and implementation on a non-discretionary basis. They do not sell financial products or accept commissions.
Assets Under Management$39M
Clients49
Advisors1
Avg. per Client$790K
Avg. per Advisor$39M
Fee Structure
Saratoga Investment Solutions works with clients on a retainer or consulting basis. Retainer clients require a full-service platform inclusive of investment advisory services and ongoing financial life planning. Consulting clients receiving portfolio management services are charged hourly.
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