Sabbia Faro Wealth Management offers ongoing portfolio management tailored to each client's individual goals, time horizon, and risk tolerance. Sabbia Faro Wealth Management creates a personalized investment strategy using mutual funds, fixed income securities, individual stocks, exchange-traded funds, and non-U.S. securities. In addition to portfolio management, Sabbia Faro Wealth Management routinely assists clients with related financial matters such as cash flow planning, budgeting, retirement distribution strategies, and family-based planning guidance as part of the overall relationship. The firm operates as a registered investment advisor and is legally required to act in your best interest when providing investment advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $2.0M | 0.95% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.85% |
| $6M+ | 0.75% |
Custodial Roth Individual Retirement Accounts and savings accounts without tactical cash are excluded from fee calculations. Fees may be waived or reduced at the firm's discretion, and fees may be waived for accounts under $75,000.