Sartorial Wealth Inc. provides investment advice and financial planning services to individuals and high net worth individuals. Services include portfolio management tailored to client goals and risk tolerance, investment analysis, and financial planning encompassing retirement, tax, and insurance analysis. Sartorial Wealth requires a written agreement outlining services and fees before providing any advice.
Assets Under Management$83M
Clients128
AdvisorsN/A
Avg. per Client$640K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $15.0M | 0.70% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for accounts over $25,000,000. At our discretion, we may also choose to negotiate a flat-fee structure with a client, based on the aforementioned annual fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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