SBAuer Funds, LLC is a registered investment advisor that manages the Auer Growth Fund, a mutual fund. SBAuer Funds uses model asset allocation portfolios designed to meet specific investment goals. The firm employs fundamental and quantitative analysis to make investment decisions, focusing on long-term capital appreciation and short-term purchases.
Assets Under Management$61M
Clients1
AdvisorsN/A
Avg. per Client$61M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fee for the Auer Growth Fund. The fee is not negotiable and is the same regardless of share class.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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