Sabatier Wealth offers investment advice and financial planning services. They use various analysis methods to determine favorable investments and assess clients' current holdings. Sabatier Wealth specializes in working with individuals, high net-worth individuals, and small businesses. They do not receive commissions for purchasing or selling investments.
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 not negotiable. Sabatier Wealth may direct clients to third-party investment advisors, and will be compensated via a fee share from those advisors. For example, if Sabatier Wealth directs you to Advisors Asset Management (AAM), the total annual fee will be: $0-$2,500,000: 1.65% (1.25% to Sabatier Wealth and 0.40% to AAM); $2,500,001+: 1.40% (1.00% to Sabatier Wealth and 0.40% to AAM)