Saber Asset Management (SAM) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. SAM creates an Investment Policy Statement for each client. SAM also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. SAM primarily recommends equities, but may use other securities to diversify portfolios.
Assets Under Management$870K
Clients4
Advisors1
Avg. per Client$220K
Avg. per Advisor$870K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 2.00% |
| $5.0M - $10.0M | 1.75% |
| $10.0M - $25.0M | 1.50% |
| $25M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...