SAAGA offers non-discretionary investment advisory and customized family office services to high-net-worth individuals, their families, trusts, estates, and business entities. SAAGA provides support in the management and long-term preservation of their wealth for future generations. SAAGA operates independently and is paid a fixed advisory fee for its services. Clients retain the authority and ultimate responsibility for all investment decisions.
Fee Structure
SAAGA offers ongoing portfolio management where the fee is aligned with the value of your investments. The annual fee is a percentage of the value of your investments. SAAGA can offer an annual maximum (cap) on the total asset-based advisory fee. The firm may offer tiered fee schedules with reduced rates as assets reach specified breakpoints. Fees are calculated based on the ending value of assets under management on the last business day of the prior quarter and are invoiced in arrears.