Assets Under Management
$616.5M
Number of Clients
570
Number of Advisors
12
Average Client AUM
$1.1M
AUM per Advisor
$51.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Saxon Financial Group offers investment management services on a discretionary or non-discretionary basis, constructing portfolios with mutual funds, ETFs, stocks, and other investments. They also provide financial planning services, including estate planning document generation. They may utilize independent managers and provide retirement plan advisory services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor.
1177 West Loop S, Suite 1825, Houston, TX, 77027