Saunders Financial offers financial planning to help clients evaluate their financial situation, goals, and risk tolerance. They also provide portfolio management services, both with and without discretion, tailoring investment advice to individual needs. Saunders Financial may recommend a third-party investment advisor for asset management through a Turn Key Asset Management Program (TAMP).
Assets Under Management$61M
Clients69
Advisors1
Avg. per Client$880K
Avg. per Advisor$61M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.75% |
| $50K - $200K | 1.50% |
| $200K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee and minimum fee may be negotiated, reduced or waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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