Service Academy Capital Management (SACM) provides investment advice and manages investment portfolios for various clients. SACM aims to have graduates from U.S. service academies on each team and focuses on hiring veterans. They determine a client's objectives, risk tolerance, and needs to create a tailored investment portfolio. SACM may direct clients to third-party investment advisors.
Assets Under Management$730M
Clients60
Advisors6
Avg. per Client$12M
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.65% |
| $100.0M - $250.0M | 0.50% |
| $250M+ | 0.50% |
Amount over $250,000,000 is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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