Saybrook Wealth Group provides financial planning, consulting, and investment management services to individuals, trusts, estates, and businesses. They manage investments using mutual funds, exchange-traded funds, individual stocks and bonds, and independent investment managers. Saybrook Wealth Group also offers special needs planning services through AblePlanning.com. They tailor their services to each client's needs and objectives, considering risk tolerance, time horizon, and liquidity constraints.
Assets Under Management$240M
Clients298
Advisors1
Avg. per Client$810K
Avg. per Advisor$240M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee may be negotiable at a lower rate based on various criteria.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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