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.
Assets Under Management$180M
Clients436
Advisors4
Avg. per Client$410K
Avg. per Advisor$45M
Fee Structure
Investment management only (planning not offered)
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.
Fee Estimator
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