Sabina Asset Management (SAM) offers customized investment portfolio management for individuals, families, and high-net-worth investors, focusing on both retirement and non-retirement accounts. SAM manages portfolios of individual stocks, bonds, and other income-generating securities, aiming for absolute returns using primarily long positions. SAM does not use third-party products like exchange traded funds or mutual funds. Investment decisions are made based on an agreed-upon investment strategy, and SAM has the authority to make trades without client approval.
Assets Under Management$12M
Clients15
Advisors1
Avg. per Client$810K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.85% |
Fees are negotiable and may vary significantly from client to client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...