Saxon Financial Group provides investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, businesses, and retirement plans. The company builds personalized investment portfolios using mutual funds, exchange-traded funds, stocks, options, independent managers, fixed income, and alternative investments. Portfolios can be managed on a discretionary basis, where Saxon Financial Group makes trades without prior approval, or a non-discretionary basis, requiring client approval. In addition to managing investments, Saxon Financial Group offers comprehensive financial planning covering retirement, education, legacy planning, and insurance needs, as well as optional estate planning document generation. The firm generally requires a minimum relationship size of $250,000, though this minimum is negotiable.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable at the sole discretion of the firm. Aggregate assets under management are taken into consideration.