Satya Investment Management offers ongoing portfolio management services tailored to individual client goals, objectives, time horizons, and risk tolerance. Satya creates an Investment Policy Statement for each client, outlining their current financial situation and risk tolerance. Satya primarily recommends a global macro investment strategy, using mutual funds, fixed income securities, equities, ETFs, and other securities to diversify portfolios. Clients can impose restrictions on investments, but Satya reserves the right to end the relationship if restrictions hinder service.
Assets Under Management$19M
Clients16
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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