Sawgrass Asset Management specializes in active investment management, offering growth equity and fixed income strategies. Sawgrass primarily serves institutional investors but also provides services to high-net worth individuals. Sawgrass tailors portfolios to match various risk tolerances and time frames. The firm also manages a private investment fund and serves as a sub-adviser for a Collective Investment Trust.
Assets Under Management$2.3B
Clients114
Advisors9
Avg. per Client$20M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Sawgrass Asset Management charges an annual fee based on the value of your portfolio. The fee varies depending on the investment product and the amount invested. Here are some examples:
- Large Cap Quality Growth & Focused Growth Equity: 0.70% on the first $10 million, 0.60% on the next $20 million, and 0.50% on amounts over $30 million.
- Small Cap Growth Equity & Sawgrass Small Cap Quality Growth: 0.80% on the first $25 million, 0.70% on the next $25 million, and 0.60% on amounts over $50 million.
- SMID Core & Diversified Large Value Equity: 0.75% on the first $25 million, 0.65% on the next $25 million, and 0.50% on amounts over $50 million.
- High Quality Core Fixed Income, Intermediate Fixed Income: 0.35% on the first $30 million, 0.25% on the next $50 million, and 0.15% on amounts over $80 million.
- Core Total Return Fixed Income: 0.35% on the first $30 million, 0.25% on the next $50 million, and 0.15% on amounts over $80 million.
- Customized Balanced: 0.65% on the first $20 million and 0.50% on amounts over $20 million.
Fees are billed quarterly or monthly. Sawgrass may negotiate fees on a client-by-client basis.
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