SAS Financial Advisers offers investment advice and financial planning to clients. For investment management, SAS creates a portfolio based on the client's goals, risk tolerance, and time horizon, primarily using passively managed index securities like Exchange Traded Funds and mutual funds. Financial planning covers areas like personal finances, taxes, investments, insurance, retirement, and estate planning. SAS gathers information through interviews and prepares a written report with recommendations.
Assets Under Management$150M
Clients198
Advisors5
Avg. per Client$760K
Avg. per Advisor$30M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
SAS will quote an exact percentage to each client based on both the nature and total dollar value of that account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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