Saga Financial Management, led by Charlie Sawtelle, manages investment accounts and offers financial planning services. Saga Financial Management specializes in retirement planning, particularly for university and college employees with 403b plans. Saga Financial Management builds investment strategies tailored to each client's individual needs, goals, and risk tolerance. Saga Financial Management manages accounts on a discretionary basis, meaning Saga Financial Management can make investment decisions without prior approval, but always in line with the client's stated goals.
Assets Under Management$110M
Clients95
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.25% |
Fees are non-negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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