Saos Capital is an investment advisory firm that manages investment portfolios and offers financial planning services. They work with clients to identify their financial goals and risk tolerance to create customized portfolios. Financial planning services include estate, tax, and retirement planning. Saos Capital also offers consulting services to pension and employee benefit plans.
Assets Under Management$240M
Clients561
Advisors3
Avg. per Client$430K
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Saos Capital manages your investments for a fee based on a percentage of your assets. The exact percentage you pay will depend on the specific agreement. Financial planning is included at no additional cost as part of the investment management process. You will also be responsible for paying custodial fees, brokerage commissions, and other transaction fees.
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