Sabino Investment Management provides investment management and consultation services to families, trusts, and retirement plans. For families, Sabino discusses investment objectives, risk tolerance, and tax considerations. For retirement plans, Sabino provides a list of investment options and model portfolios. Sabino primarily uses equity and fixed income mutual funds, closed-end funds, and exchange-traded funds.
Assets Under Management$7.4M
Clients19
Advisors1
Avg. per Client$390K
Avg. per Advisor$7.4M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Fees for families. Minimum investable assets for new client relationships is $200,000. Under certain circumstances, smaller accounts may be accepted and fees may be negotiated. The management fee for nonprofit organizations is 0.80% per year, starting July 1, 2025. The minimum account size is $200,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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