SAR Wealth Management offers investment management, financial planning, and consulting services. They focus on financial goal setting, risk assessment, and managing investments, often according to Islamic principles, which avoids interest and investments in forbidden businesses. SAR Wealth has discretionary authority over client accounts and uses Altruist and Interactive Brokers as custodians.
Assets Under Management$3.9M
Clients44
Advisors1
Avg. per Client$88K
Avg. per Advisor$3.9M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.75% |
| $1.0M - $4.0M | 1.50% |
| $4.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
These fees are for domestic US clients. International client fees are higher. Fees are negotiable under special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...