Saint Joseph Advisors offers investment management services, both with and without the authority to make trades without asking first. They determine investment strategies based on your goals, time horizon, and risk tolerance. They also hold seminars and workshops to educate the public on investments, but do not provide specific investment or tax advice during these events.
Assets Under Management$64M
Clients53
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $25.0M | 0.75% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.25% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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