Saunix Investment Management provides investment advice to individuals and non-profit organizations. They create customized investment plans based on each client's goals, risk tolerance, and time horizon. Saunix primarily uses exchange traded funds, mutual funds, REITs, preferred stocks, and individual stocks and bonds. They aim to create cost-effective portfolios that perform well.
Assets Under Management$14M
Clients9
Advisors1
Avg. per Client$1.5M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Investment advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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