SAB Group Financial primarily offers investment management services, investing in stocks, bonds, mutual funds, and exchange-traded funds (ETFs). SAB Group Financial works with clients to establish financial objectives. Investment selections are based on recommendations from investment newsletters, considering both fundamental and technical analysis. SAB Group Financial trades for its own account and client accounts using bunched trades.
Assets Under Management$2.2M
Clients17
Advisors1
Avg. per Client$130K
Avg. per Advisor$2.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $400K | 1.40% |
| $400K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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