Saddle River Capital Management (SRCM) is a registered investment advisor offering financial advisory services. SRCM specializes in designing globally allocated Exchange Traded Fund portfolios for individuals, other advisors, institutions, and 401k plans. SRCM also offers financial planning services, including one-on-one discussions, analysis of different strategies, and advice to help meet retirement goals. Portfolios are generally rebalanced on a quarterly basis.
Assets Under Management$17M
Clients82
Advisors2
Avg. per Client$210K
Avg. per Advisor$8.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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