Satis Wealth Management provides financial planning and investment management services to high-net-worth individuals, families, trusts, estates, charitable organizations, and business owners. Satis customizes its services to each client’s unique financial situation, investment goals, and risk tolerance. Satis provides investment management on a discretionary basis, meaning they make investment decisions on your behalf without prior consultation, subject to your investment objectives and any specified restrictions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
The total advisory charge is composed of two components: Advisory Financial Planning and Discretionary Investment Management. Advisory Financial Planning: $0 – $1,000,000 0.70%, $1,000,001 – $5,000,000 0.55%, Over $5,000,000 0.40%. Discretionary Investment Management: All tiers 0.20%. Fees may be negotiable in certain circumstances.