S&A Financial Services provides investment management based on individual client goals and risk tolerance. They create investment policy statements and may have discretionary authority to make trades. S&A also offers financial planning services covering areas like retirement, college, and tax planning. These services can be ongoing or project-based. S&A acts as a fiduciary, putting client interests first.
Assets Under Management$320M
Clients1,448
Advisors4
Avg. per Client$220K
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.88% |
Fees are negotiable and may vary from the above schedule. Clients joining S&A prior to 2007 may be under a former policy of paying fees in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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