Sacajawea & Company, LLC is a fundamental long-term investment advisory firm that independently evaluates companies by analyzing their financial data and historical performance. Sacajawea manages portfolios for individuals, trusts, foundations, and retirement accounts on a discretionary basis. When requested, Sacajawea will review and counsel clients regarding their budgets, estate plans and other issues.
Assets Under Management$130M
Clients22
Advisors1
Avg. per Client$5.7M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.55% |
| $500K - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
A portfolio with multiple unlike registered accounts (i.e. a Trust and an IRA) will be charged an additional $100 per quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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