St. Germain Investment Management provides investment management and financial planning services. Investment management is tailored to each client's goals, using model portfolios with varying asset allocations. Portfolios may include stocks, bonds, ETFs, and mutual funds. Financial planning covers areas like budgeting, retirement, tax, and estate planning. St. Germain Investment Management may also provide general business and securities consulting services.
Assets Under Management$3.1B
Clients6,159
Advisors29
Avg. per Client$500K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees may be negotiable. A minimum quarterly management fee of $25 applies (prorated monthly).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
29 Advisors at this firm
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