Simon Saberon is a registered investment advisor at Saber and Shield Wealth Management, L.L.C, based in Garden Ridge, TX. Simon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 202 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the circumstances of an individual engagement.
Fee Estimator
Location
19365 Fm 2252, Suite 3, Garden Ridge, TX, 78266
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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
Simon is a US Army ROTC Cadet/Scholarship Recipient in Richardson, TX, since 2022. This activity is not investment-related.
Employment History
Current Registrations
Saber and Shield Wealth Management, L.L.C
State Registrations2 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.