Sapling Wealth Management offers investment and financial planning services, managing portfolios based on client objectives. They use a mix of strategic and tactical allocation, investing in various securities. Sapling also provides consulting services like due diligence and business plan writing. They tailor services to individual needs and may recommend specific stocks or cash positions.
Assets Under Management$63M
Clients47
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $7.0M | 1.00% |
| $7M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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