Sawston Wealth Management LLC
Assets Under Management
$34.9M
Number of Clients
106
Number of Advisors
2
Avg. Portfolio per Client
$329K
Avg. Managed per Advisor
$17.4M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Sawston Wealth Management offers portfolio management tailored to individual client goals and risk tolerance. They also provide financial planning covering investments, insurance, retirement, college, and debt. SawstonDirect is an online platform offering algorithm-based portfolio management. Sawston Wealth Management generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, and ETFs.
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 negotiable. SawstonDirect platform has a different fee schedule: $0 - $500,000: 0.75%, $500,001 - $1,000,000: 0.65%, $1,000,001 - $2,000,000: 0.55%, $2,000,000 – And Up: 0.45%
Fee Estimator
Areas of Practice
Location
2010 Caton Way Sw, Suite 204, Olympia, WA, 98502