Sachetta, LLC offers personalized tax preparation, financial planning, and investment management services. They help clients with financial goal setting, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Sachetta, LLC is a fee-only firm, meaning they don't receive commissions on investment products.
Assets Under Management$1B
Clients595
Advisors10
Avg. per Client$1.7M
Avg. per Advisor$100M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Sachetta, LLC charges a percentage of the assets they manage for you, plus a flat fee. The flat fee is based on how complex your financial situation is and is quoted specifically to each client. The minimum annual fee is $10,000, but this may be negotiable.
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