Saxon Financial Group offers investment management services, creating customized portfolios using mutual funds, ETFs, stocks, and other investments based on client goals and risk tolerance. They also provide financial planning services covering areas like retirement, education, and estate planning. Saxon Financial Group may use independent managers to manage a portion of client portfolios. They also offer retirement plan advisory services to plan sponsors.
Assets Under Management$620M
Clients570
Advisors13
Avg. per Client$1.1M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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