Sabatier Wealth offers personalized investment management and financial planning services to individuals, high-net-worth individuals, and small businesses. The firm uses quantitative, fundamental, technical, and economic analysis to build and monitor investment portfolios while legally committing to put client interests first. In addition to managing investments, Sabatier Wealth provides comprehensive financial planning covering retirement, estate planning, business consulting, cash flow, debt management, college savings, employee benefits, insurance, and risk management. Clients can work with Sabatier Wealth for ongoing portfolio management, project-based planning, or hourly consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 0.80% |
Fees are billed quarterly in advance. Fees are not negotiable.