Saperston Legacy Advisors, INC.
Assets Under Management
$56.9M
Number of Clients
121
Number of Advisors
3
Avg. Portfolio per Client
$470K
Avg. Managed per Advisor
$19.0M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Saperston Legacy Advisors, Inc. offers ongoing investment advice and manages investment portfolios for clients based on their individual needs and goals. They work with individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Saperston Legacy Advisors manages accounts on both a discretionary and non-discretionary basis, tailoring investment strategies to client objectives and risk tolerance.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Advisory fees are negotiable and can be varied for certain clients. Discounts may be offered to family members and friends of associated persons of the firm.
Fee Estimator
Areas of Practice
Location
172 Lake Street, Hamburg, NY, 14075