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
| $2,900 to $5,900 |
Dynamic
| $5,900 to $9,900 |
Elite
| $9,900 to $14,900 |
Investment Management
Account Value | Annual Advisory Fee |
| $0-$1,000,000 | 0.65% |
| $1,000,001 - $2,000,000 | 0.60% |
| $2,000,001 - $5,000,000 | 0.50% |
| $5,000,001 - $10,000,000 | 0.40% |
| $10,000,001 - $25,000,000 | 0.35% |
| $25,000,001 and Above | 0.25% |