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Finally, a Better Fee Structure

The typical wealth advisor will charge 1% or more of your portfolio for wealth management services...

...but why would the size of your portfolio determine the services you need? At Saza, we offer a better solution. 

Have a small portfolio but complex planning needs? We have a fee solution for that. Have a large portfolio but relatively simple planning needs? No problem, we have a solution for that, too.

With our fee structure, you pay for what you get, no more, no less.  And if your planning needs decline over time, your planning fee should as well … all while your portfolio grows.

Financial Planning

Description

Annual Fee

Core
Provides a complete financial plan for younger professionals or retirees with significant assets but less financial complexity

$2,900 to $5,900

Dynamic
Designed for small business owners, executives, and high net worth retirees with moderately complex financial factors

$5,900 to $9,900

Elite
Our most comprehensive solution for complex situations that require deeper integration with business ownership or multi-generational wealth planning

$9,900 to $14,900

Investment Management

Account Value

Annual Advisory Fee

$0-$1,000,0000.65%
$1,000,001 - $2,000,0000.60%
$2,000,001 - $5,000,0000.50%
$5,000,001 - $10,000,0000.40%
$10,000,001 - $25,000,0000.35%
$25,000,001 and Above0.25%

Like what you see? Have questions about our fee structure?

Feel free to schedule a call to learn more about how we might work together.

Schedule a Call