Saunders Investment Management offers investment advisory services tailored to each client's goals, risk tolerance, and time horizon. They create a detailed investment plan and implement it using exchange traded funds, mutual funds, REIT’s, and/or individual stocks and bonds. Saunders Investment Management aims to maintain efficient and cost-effective portfolios.
Assets Under Management$33M
Clients20
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$700K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M+ | 0.75% |
For market timing service portfolios, the fee is 1.25%. Investment advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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