Sarsi, LLC provides financial planning and investment management services to individuals, high-net-worth individuals, and institutions. Sarsi creates personalized investment plans and manages portfolios based on each client's goals, risk tolerance, and time horizon. Sarsi also offers consulting services, focusing on alternative investments and private fund managers. Sarsi does not hold client funds directly.
Assets Under Management$46M
Clients57
Advisors1
Avg. per Client$810K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees negotiable for accounts over $5,000,000. Includes financial planning.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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