SA Financial Solutions provides investment management and financial planning services. Investment management is offered on a discretionary basis. Financial planning includes full financial plans and consultation services. SA Financial Solutions may recommend third-party managers. The firm also offers advice on assets not managed by them.
Assets Under Management$440K
Clients3
Advisors2
Avg. per Client$150K
Avg. per Advisor$220K
www.safinancialsolutions.com ·www.linkedin.com/in/matthew-hartman-1113aa34 ·www.linkedin.com/in/gerhardt-hartman-1b840b44
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 2.00% |
| $2.5M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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