Saul Wealth Advisors offers investment advice tailored to clients' needs and goals. This includes reviewing investment objectives, recommending asset allocation strategies, and preparing written investment strategies. They also provide financial planning consulting services, such as risk assessment, investment planning, estate planning, and financial organization. SWA may recommend a third-party money manager to manage client assets.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$5M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees are a maximum of 1.50%. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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