Saber & Shield offers ongoing investment management services to individuals, families, and entities. Accounts can be managed directly by Saber & Shield or by outside managers. Saber & Shield is responsible for general oversight, while outside managers handle security selection. The firm acts in your best interest and does not put its interests ahead of yours.
Assets Under Management$57M
Clients202
Advisors2
Avg. per Client$280K
Avg. per Advisor$29M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable based on the circumstances of an individual engagement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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