SAR Services, Inc. offers investment management and retirement consulting services. For investment management, SAR constructs and manages investment portfolios for retirement plans and individual clients, using risk-based portfolios. Retirement consulting includes retirement feasibility studies, plan setup, fund selection, and trustee guidance. SAR primarily uses low-cost institutional mutual funds.
Assets Under Management$5.5M
Clients42
Advisors1
Avg. per Client$130K
Avg. per Advisor$5.5M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable for accounts over $5,000,000. ERISA qualified retirement plans asset based annual fee is the greater of 0.50% or $500.00.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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