Saffron Capital offers financial planning and investment management services. Financial plans are customized cash flow models for retirement and investment planning. Investment plans articulate investment policy, strategy, account management needs, return objectives, and risk appetite. Saffron Capital also offers discretionary portfolio management and non-discretionary account services.
Assets Under Management$5.6M
Clients10
Advisors1
Avg. per Client$560K
Avg. per Advisor$5.6M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.70% |
| $1M+ | 0.50% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...