Saga Partners offers investment management services, providing advice on equities, REITs, and ADRs. Investment advice is tailored to each client's objectives, risk tolerance, and financial needs. Saga Partners enters into written agreements with clients outlining the terms of their services and compensation.
Assets Under Management$25M
Clients56
Advisors1
Avg. per Client$450K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Saga Partners charges either a fixed or variable quarterly management fee. The variable fee ranges from 0% to 1.5% annually, based on the value of your portfolio at the end of the previous quarter. The fixed management fee is negotiated. Fees are deducted from your account by the custodian, who will send you a quarterly statement. Saga Partners will also send a quarterly invoice outlining the fee calculation.
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