Sachem Investment Counsel provides ongoing investment management services to high net worth individuals, pension and profit sharing plans, and businesses. Sachem Investment gathers information from clients to determine appropriate investment guidelines and risk tolerance. Investments are made based on the client’s objectives, risk tolerance, and financial situation. Sachem Investment diversifies and manages client portfolios.
Assets Under Management$210M
Clients12
AdvisorsN/A
Avg. per Client$17M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Advisory fees for clients having portfolios greater than $2,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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