Sammons Wealth Management provides financial planning and investment management services. Financial planning covers areas like retirement, taxes, education, insurance, and estate planning. Investment management includes developing a personalized strategy, monitoring accounts, and tax management. Sammons Wealth primarily serves clients within 5 to 15 years of retirement with at least $1 million in investment assets.
Assets Under Management$52M
Clients32
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Minimum annual fee of $7,500 for clients with assets under management of less than $750,000. Fees could be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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