Sauberan & Company offers financial planning and investment management services to individuals, families, small businesses, trusts, estates, and charitable organizations. The firm's investment approach focuses on high-quality stocks and bonds, as well as U.S. Treasury securities, using a macroeconomic perspective. Sauberan & Company tailors each client's portfolio to their specific objectives, resources, time horizon, and risk tolerance.
Assets Under Management$5.8M
Clients45
Advisors1
Avg. per Client$130K
Avg. per Advisor$5.8M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In certain more complex situations fees could be 1.5% annually but only with prior agreement!
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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