Sawyer & Company, Inc. provides investment management and trustee services to high net worth individuals, individuals, pension and profit sharing plans, trusts, estates, and corporations. Sawyer purchases publicly-traded liquid financial assets, including stocks, bonds, mutual funds, and exchange-traded funds. Sawyer typically manages accounts with full discretion, but can also manage accounts on a non-discretionary basis. Sawyer does not receive compensation for the purchase and sale of securities or participate in wrap fee programs.
Assets Under Management$310M
Clients223
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$100M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.95% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.60% |
| $7M+ | 0.50% |
Fees are negotiable under unusual circumstances.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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