Sabre Asset Management provides investment management services using individual equities, mutual funds, and exchange traded funds. They tailor portfolios to meet client needs based on investment parameters, time horizon, risk tolerance, and return objectives. Clients can request restrictions on investments in particular securities. Sabre Asset Management does not offer wrap fee programs.
Assets Under Management$110M
Clients151
Advisors1
Avg. per Client$700K
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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