Sustainable Advisors Alliance (SAA) is a registered investment advisor specializing in sustainable, responsible, and impact investing (SRI) using environmental, social, and governance (ESG) criteria. SAA provides discretionary and non-discretionary investment management and financial planning services. SAA designs portfolios that integrate clients’ preferences and priorities, including any that relate to environmental, social or governance issues. They also offer advice on held-away accounts.
Assets Under Management$230M
Clients559
Advisors8
Avg. per Client$420K
Avg. per Advisor$29M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.65% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable for accounts above $20,000,000. If using sub-advisors, the fee is 1.95% on all asset levels.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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