Saybrook Capital offers investment management services, primarily discretionary, to clients seeking long-term growth and preservation of capital. Saybrook focuses on in-depth research, undervalued growth opportunities, and strict valuation disciplines. They also offer a non-discretionary service for tracking and reporting on assets not managed by them. Saybrook serves individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fees can vary based on the type of relationship. Some negotiation of fees for larger or non-discretionary accounts is possible. There are also certain early accounts that began at a relatively high level of assets that are given a discount from the original fee schedule. For accounts established between January 1, 1984 and June 30, 2007, the account fee is as follows: Amounts from $1 to $5 million 1.25% of assets Amounts from $5 to $8 million 1.00% of assets Amounts over $8 million 0.75% of assets For accounts established prior to January 1, 1984, the basic annual fee is: 1 ¾% of the first $300,000 1 ¼% of the next $200,000 0.8% of value greater than $500,000