Stevenson Advisory Services & Investments (SASI) provides investment management and financial planning services to individuals, high net worth individuals, trusts, and estates. For investment management, SASI determines investment goals, risk tolerance, and objectives to create a suitable investment program. Financial planning covers various topics such as financial goals, retirement strategy, and estate preservation.
Assets Under Management$5.3M
Clients11
Advisors1
Avg. per Client$480K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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