SAC Investment Management offers personalized wealth management services to individuals, high net worth individuals, trusts, estates, and businesses. SAC Investment Management builds customized portfolios primarily using exchange-traded funds and individual bonds, tailored to each client's specific financial goals, risk tolerance, and time horizon. As part of its wealth management services, financial planning is included at no additional cost to help clients navigate retirement savings, investments, education funding, and insurance needs. SAC Investment Management operates as a registered investment advisor legally required to act in your best interest.
Assets Under Management$68M
Clients51
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$68M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable at the sole discretion of the advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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