Assets Under Management
$297.9M
Number of Clients
692
Number of Advisors
38
Average Client AUM
$431K
AUM per Advisor
$7.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Saxony Capital Management, LLC (SCM) is an SEC-registered investment advisor offering asset management accounts (AMAs), financial planning, and third-party advisory services. They provide discretionary investment management and financial planning services including retirement and investment planning. SCM also refers clients to other investment advisors.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $4.0M | 1.60% |
| $4.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. SCM will accept accounts below dollar minimum at its discretion.
11152 S Towne Square, Saint Louis, MO, 63123