Sawston Wealth Management manages investment portfolios and provides personalized financial planning, pension consulting, and automated online portfolio management through its online platform. Sawston Wealth Management creates a customized investment policy statement for each client, focusing on long-term goals, risk tolerance, and individual financial situations. The firm invests client portfolios across mutual funds, exchange-traded funds, equities, fixed income securities, real estate funds, and insurance products such as annuities. Sawston Wealth Management serves individuals, high-net-worth individuals, pension plans, charitable organizations, and corporations with no account minimum required for its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are generally negotiable. The firm also offers an automated platform (SawstonDirect) with lower tiered rates ranging from 0.45% to 0.75%.