SAS Financial Advisers, LLC is a registered investment advisor based in San Francisco, California, offering individual portfolio management and comprehensive financial planning services. Founded in 2017, the firm builds customized portfolios primarily using passively managed index securities, exchange-traded funds, index mutual funds, and fixed-income products, tailored to each client's specific goals, risk tolerance, and tax considerations. In addition to investment management, the firm provides holistic financial planning covering personal records, tax and cash flow analysis, employee benefits, insurance reviews, retirement projections, estate planning, and death and disability needs. SAS Financial Advisers serves individuals, high-net-worth individuals, pension plans, and profit-sharing plans, operating under a fee-only structure with no account minimums.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable on a client-by-client basis.
