Sabin Investment Management (SIM) offers ongoing investment management services, creating tailored portfolios of stocks, ETFs, and mutual funds based on client needs. SIM also provides information related to tax and estate planning as part of its investment management services. SIM also offers retirement plan services to employer plan sponsors, assisting with investment options, plan structure, and participant education.
Assets Under Management$41M
Clients152
Advisors2
Avg. per Client$270K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Sabin Investment Management (SIM) charges an annual fee based on the value of your portfolio.
- For portfolios with both stocks and bonds (Balanced Portfolio), the fee is 1% per year, billed quarterly.
- For portfolios with mostly bonds (Fixed Income Portfolio), the fee ranges from 0.35% to 0.50% per year, billed quarterly. The exact fee depends on the complexity of the investments and the expected return.
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