Saperston Legacy Advisors, Inc. offers investment advice and manages portfolios for individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Services include creating personalized investment policies and managing portfolios based on client goals, risk tolerance, and liquidity needs. They manage accounts on both a discretionary and non-discretionary basis.
| 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.