S&F Investment Advisors offers ongoing investment management services. They create a personalized investment policy for each client based on their goals, risk tolerance, and time horizon. They use model portfolios and separately managed accounts. The firm manages accounts on a discretionary basis. Roger Fox is also an accountant and may recommend his accounting services to advisory clients.
Assets Under Management$110M
Clients172
Advisors2
Avg. per Client$620K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$20K
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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