Saddock Wealth offers investment advisory solutions including financial planning and investment management. Financial planning covers risk management, retirement, employee benefits, and college financing. Investment management involves portfolio oversight and advice. Saddock Wealth typically provides services on an ongoing basis but can provide specific investment consultations on non-recurring occasions. They may recommend third-party investment managers.
Assets Under Management$110M
Clients12
Advisors2
Avg. per Client$9.5M
Avg. per Advisor$57M
Fee Structure
Investment management only (planning not offered)
Hourly Rate:$100 - $725/hr
Loading...