John C. Saunders, C.P.A., P.C. is a registered investment advisor providing consulting and advisory services for employer-sponsored retirement plans. Saunders assists plan sponsors with investment recommendations, monitors investments, provides participant education, and offers guidance throughout the fiduciary process. Saunders does not have the authority to make and implement fiduciary decisions for the plan.
Assets Under Management$3M
Clients7
Advisors1
Avg. per Client$420K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.25% |
| $10M+ | 0.25% |
Fees are negotiable and subject to break points for amounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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