Sabana Capital Management offers portfolio management services, evaluating each client's needs and goals to recommend tailored services or its Core Portfolio. The Core Portfolio invests in strong American companies for the long term, based on Return on Equity and other factors. Risk management techniques are used to adjust portfolio exposure based on market volatility. The firm also offers personally tailored investment services.
Assets Under Management$19M
Clients27
Advisors1
Avg. per Client$710K
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
The Portfolio Management Service Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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