Saxony Capital Management manages investment portfolios and provides financial planning and consulting services to individuals, families, and retirement plans. Founded in 2002 and based in St. Louis, Missouri, the firm offers personalized asset management accounts, third-party advisory referrals, and financial planning covering retirement, cash flow, and tax strategies. Saxony Capital Management uses fundamental, technical, cyclical, and charting analysis to guide investment strategies, and works with custodians such as Pershing and Charles Schwab.
Assets Under Management$370M
Clients762
Advisors42
Avg. per Client$480K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$125
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees and commissions are negotiable with each client. The schedule represents maximum fees and includes an annual platform fee of 0.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
42 Advisors at this firm
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