Sasser Investment Management provides investment advice and management to individuals, pension plans, trusts, estates, charities, and small businesses. They help clients with financial objectives, cash flow, tax planning, insurance, education funding, retirement, and estate planning. Sasser Investment Management is a fee-only firm and does not sell financial products or accept commissions.
Assets Under Management$110M
Clients89
AdvisorsN/A
Avg. per Client$1.2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
1.00% on equities, equity ETFs, cash and cash equivalents; 0.50% on fixed income securities; and 0.50% on mutual funds and other managed assets. Fees are negotiable for managed equity and cash balances above $1,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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