Karl Saunders is a registered investment advisor at Saunix Investment Management, LLC, based in Zanesville, OH, with 5 years of industry experience. Karl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 9 clients with $14M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Investment advisory fees are negotiable.
Fee Estimator
Location
Zanesville, OH
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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 Activities
Karl is the president of Saunix Management, Ltd., providing management consulting services, private security, martial arts, self-defense, fitness training, and coaching since 1996. This non-investment related activity takes about 10-20% of Karl's time.
Employment History
Current Registrations
Saunix Investment Management, LLC
State Registrations2 states
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