Sawyer Capital Management (SCM) manages investment portfolios for individuals, retirement plans, trusts, charities, and small businesses. SCM works with clients to determine their investment objectives and risk profile, creating a written investment policy. SCM primarily uses no-load mutual funds, especially those from Dimensional Fund Advisors (DFA), and may include some individual equity securities. SCM also consults on financial areas like tax planning, college planning, and retirement planning.
Assets Under Management$110M
Clients47
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $3.0M | 0.50% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees may be negotiable in certain circumstances. Individual accounts for immediate family members are aggregated, and the fee is charged based on the total value of all family members’ accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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