Sansone & Associates offers investment supervisory services tailored to individual client needs. This includes gathering investment information, setting investment goals, and evaluating the performance of portfolio managers. Sansone also provides financial planning and tax advisory services, including creating financial plans and offering tax planning and restructuring services. The firm may also refer clients to third-party investment advisors.
Fee Structure
Sansone & Associates' fees for investment advisory services are negotiated and vary based on the account's value, investments (stocks, bonds, etc.), and the managers used.
For equity/balanced accounts:
- First $500,000: 1.75%
- Next $500,000: 1.50%
- Next $1 million: 1.25%
- Next $2 million: 1.00%
- Remainder: 0.75%
For fixed income accounts:
- First $1 million: 1.25%
- Next $1 million: 1.00%
- Next $3 million: 0.75%
- Remainder: 0.45%
Brokerage/clearing/custody fees are also charged. For equity/balanced accounts, these fees range from 0.075% to 0.30%. For fixed income accounts, the fee is 0.05% on all accounts. Individual accounts valued at less than $250,000 will be charged a flat fee of 0.50% for clearing/custody.
Portfolio manager fees range from 0.45% to 1.00% for equity/balanced accounts and average 0.35% for fixed income accounts.