Sawston Wealth Management provides ongoing portfolio management based on individual client goals and risk tolerance. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. SawstonDirect is an online platform providing algorithm-based portfolio management. Sawston Wealth Management generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Fee Structure
Sawston Wealth Management charges a percentage of your portfolio each year, and the rate drops as you invest more. These fees are negotiable.
For standard portfolio management:
- First $500,000 — 1.25% per year
- $500,001 - $1,000,000 — 1.10% per year
- $1,000,001 - $2,000,000 — 1.00% per year
- Over $2,000,000 — 0.85% per year
For the SawstonDirect platform:
- First $500,000 — 0.75% per year
- $500,001 - $1,000,000 — 0.65% per year
- $1,000,001 - $2,000,000 — 0.55% per year
- Over $2,000,000 — 0.45% per year
There is an account minimum of $500 for a retirement account and $1,000 for a non-retirement account for the SawstonDirect platform.