SATX Wealth Management provides investment management and financial planning services to individuals, high-net-worth individuals, pension plans, charitable organizations, and businesses. SATX creates personalized investment strategies based on each client's goals, risk tolerance, and time horizon. Financial planning services cover areas like retirement, college, and tax planning.
Assets Under Management$1.1M
Clients1
AdvisorsN/A
Avg. per Client$1.1M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$150K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.50% |
Fees are negotiable above $2,000,000. For certain accounts opened prior to January of 2013, billing is calculated on a tiered basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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