Michael Sabelli
Michael Sabelli is a CFP-designated registered investment advisor at Saxony Capital Management, LLC, based in Saint Louis, MO, with 34 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. The SCM annual platform fee is 0.2% and is included in the above fee schedule.
Fee Estimator
Location
11152 S Towne Square, Saint Louis, MO, 63123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is the owner of Michael E Sabelli & Associates, a public accounting and financial planning firm, and a board member of Silver Lining Cancer Fund, Inc. He also works as an insurance agent selling non-variable insurance for various insurance companies, dedicating a few hours per week.
Employment History
Current Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Previous Registrations
Saxony Capital Management, LLC
Nationwide Securities, LLCBroker
Nationwide Securities, LLC
1717 Capital Management Company
1717 Capital Management CompanyBroker
Capital Securities of America, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.