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

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

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
Your Portfolio Value
$500K
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Estimated Annual Fee
Areas of Practice
Investment ManagementHigh Net Worth
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Location

172 Lake Street, Hamburg, NY, 14075

3 Advisors at this firm