Assets Under Management
$3.1B
Number of Clients
6,159
Number of Advisors
29
Average Client AUM
$503K
AUM per Advisor
$106.9M
Compensation
Fee-Only (AUM)
St. Germain Investment Management provides discretionary investment management services for individuals, businesses, non-profit charitable organizations, and institutional clients, as well as financial planning services. Investment strategies are incorporated into a model portfolio format.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees can be negotiable on a client-by-client basis.
1500 Main St, 25th Floor, Springfield, MA, 01115-1001