Saubel Financial Group (SFG) provides portfolio management based on individual client goals and risk tolerance. SFG creates investment plans and manages portfolios with discretionary authority. SFG also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. SFG may recommend third-party investment advisors and will be compensated via a fee share from the advisors to which it directs those clients.
Assets Under Management$13M
Clients79
Advisors1
Avg. per Client$170K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.3M | 1.00% |
| $1.3M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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