Satori Wealth Management offers investment management and financial planning services tailored to each client's goals and risk tolerance. Investment management includes creating a custom strategy, selecting investments, and monitoring performance. Financial planning covers areas like retirement, taxes, insurance, and college savings, offered as ongoing or one-time project-based engagements. Satori may recommend outside managers for certain portfolios.
Assets Under Management$60M
Clients34
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$30M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.45% |
| $1.0M - $2.0M | 0.95% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Fees may be negotiable based on the complexity of the client’s financial situation or total assets under management.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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