Saberi Investments provides investment management services through separately managed accounts. They focus on active portfolio management and value investing, aiming to grow wealth by investing in a few well-chosen businesses run by excellent managers at fair prices. They do not offer financial planning services.
Assets Under Management$960K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$960K
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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