Sacks & Associates provides ongoing investment advice based on your financial situation and goals. They develop a retirement plan together and monitor your investments. They primarily advise on stocks, ETFs, warrants, corporate debt, CDs, and mutual funds. They also offer financial and retirement planning, including insurance and estate planning, as part of their investment management service. Sacks & Associates may recommend other professionals, but you are not obligated to use them.
Assets Under Management$200M
Clients140
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$65M
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Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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