SAX Wealth Advisors manages investment portfolios and offers wealth management services for individuals, high-net-worth clients, retirement plans, trusts, charitable organizations, and businesses. SAX Wealth Advisors relies on Modern Portfolio Theory, focusing on long-term, globally diversified portfolios primarily through passively managed asset-class mutual funds, exchange-traded funds, and customized fixed-income portfolios. In addition to investment management, SAX Wealth Advisors offers comprehensive financial planning covering retirement, taxes, estate planning, education funding, and risk management. SAX Wealth Advisors also provides specialized services such as advisory support for Section 1031 exchanges utilizing Delaware Statutory Trusts, securities-backed lending programs, and private fund management. SAX Wealth Advisors is wholly owned by an affiliated accounting firm, Sax Advisory Group.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $7.0M | 0.55% |
| $7M+ | 0.45% |
Family accounts and related businesses can be aggregated for fee calculations. Minimum annual fee of $15,000 applies. Fees and minimums are negotiable under certain circumstances.
