Saxony Capital Management (SCM) offers asset management, financial planning, and consulting services. SCM manages investments through asset management accounts (AMAs) and provides financial planning including retirement and investment planning. SCM also refers clients to third-party advisors and annuity services. Clients can terminate their account at any time with a pro-rata refund of prepaid fees.
Assets Under Management$370M
Clients762
Advisors38
Avg. per Client$480K
Avg. per Advisor$9.7M
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/Commissions are negotiable with each Advisory Client. The SCM annual platform fee is 0.2% and is included in the above fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
38 Advisors at this firm
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