Cynthia Zalewsky

Saratoga Investment Solutions charges for investment management through an annual retainer that combines investment supervisory services and ongoing financial planning. The retainer fee is based on the estimated number of hours required to provide your needed services for the year, taking into account factors such as your portfolio style, account complexity, and financial planning needs. The annual retainer is split into four equal quarterly payments. Alternatively, consulting clients receiving portfolio management services are charged on an hourly basis.