Sawyer Falduto Asset Management offers investment management services to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and government entities. Sawyer Falduto manages investments based on client objectives. The firm does not offer financial planning, estate planning, or insurance planning services, but may provide consulting on these topics if requested.
Assets Under Management$730M
Clients478
Advisors4
Avg. per Client$1.5M
Avg. per Advisor$180M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The annual program fee is negotiable but will not exceed 0.80% and is charged quarterly in arrears. The Program fee varies depending upon various objective and subjective factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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