SA Asset Management offers financial planning services based on individual client needs. They create written financial plans to help clients achieve their financial goals. SA also recommends third-party investment managers to manage client portfolios and acts as a liaison between the client and the third-party manager. SA receives referral fees from these third-party managers.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
SA Asset Management does not directly manage client investments. Instead, they recommend third-party managers. These managers charge up to 1.85% of the value of your portfolio per year, depending on factors like the types of investments, size of your account, and reporting requirements. SA Asset Management receives 65% of this fee as a referral fee.
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