SAC Investment Management offers wealth management services, creating customized solutions through personal contact and interaction. SAC develops a portfolio strategy based on client goals, risk tolerance, and financial situation, primarily using exchange-traded funds and individual bonds. Financial planning services are included with wealth management. SAC also offers 3(21) retirement plan advisory services to plan sponsors.
Assets Under Management$68M
Clients51
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$68M
Fee Structure
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 may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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