Saffron Consulting Services offers investment advice, portfolio evaluation, financial planning, and retirement plan recommendations. SCS helps clients define financial goals, develop investment strategies, and monitor investment performance. SCS also provides assistance with tax and estate planning objectives. SCS works with pension plans, corporate executives, businesses, business owners, affluent individuals, foundations, family partnerships, limited partnerships and other individuals.
Assets Under Management$1.5M
Clients2
Advisors1
Avg. per Client$750K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees range from 1.0% to 0.35% depending on the nature of the services provided.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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