Saperston Legacy Advisors, INC.
Assets Under Management
$56.9M
Number of Clients
121
Number of Advisors
3
Average Client AUM
$470K
AUM per Advisor
$19.0M
Compensation
Fee-Only (AUM)
About This Firm
Saperston Legacy Advisors, Inc. provides continuous advice on client investments based on individual needs. They develop personal investment policies and manage portfolios accordingly, considering objectives, time horizons, risk tolerance, and liquidity needs. They offer proprietary asset allocation services with emphasis on mutual funds, stocks, bonds and ETFs.
Fee Structure
The maximum annual advisory fee is 2% of assets under management, based on the market value of assets. Fees are negotiable and may be waived or varied at the firm's discretion. Discounts may be offered to family members and friends of associated persons. Clients may make additions or withdrawals at any time, with pro-rata fee adjustments for account closures within a billing period. Management personnel may receive commissions from implementing investment recommendations.
Areas of Practice
Location
172 Lake Street, Hamburg, NY, 14075