SAT Financial Advisors Inc. offers investment advisory services. The firm's approach involves analyzing various factors, including cyclical patterns, financial statements, and market trends, to make investment decisions. SAT Financial Advisors Inc. primarily uses a long-term trading strategy. They manage client accounts on a discretionary basis.
Assets Under Management$20M
Clients17
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$20M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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