Saturna Capital, established in 1989, offers investment advisory services to individuals, trusts, estates, corporations, and retirement plans. Saturna also manages mutual funds. Saturna focuses on long-term value investing, favoring equities of companies with low debt and sustainable practices. They tailor their advisory service to each client's financial situation, goals, and risk tolerance. Saturna also serves clients with special needs, such as Muslim investors, adhering to Islamic principles.
Assets Under Management$8.6B
Clients91
Advisors33
Avg. per Client$95M
Avg. per Advisor$260M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.50% |
| $5M+ | 0.40% |
Annual advisory fee is $2,500 plus the tiered percentage. Minimum quarterly fee of $1,250 (minimum $5,000 annually). Accounts with less than $1 million are limited to holding only equities and mutual funds.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
33 Advisors at this firm
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