Saxony Capital Management, LLC
Assets Under Management
$297.9M
Number of Clients
692
Number of Advisors
38
Average Client AUM
$431K
AUM per Advisor
$7.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Saxony Capital Management, LLC (SCM) provides asset management accounts (AMAs), financial planning, and third-party advisory services. AMAs offer asset monitoring, management, and trade execution. Financial planning includes retirement and investment planning. SCM also refers clients to other investment advisors.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.5M | 1.90% |
| $1.5M - $5.0M | 1.60% |
| $5.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees/Commissions are negotiable with each Advisory Client. The SCM annual platform fee is 20 basis points or 0.2%. This fee is included in the above fee schedule.
Fee Estimator
SCM charges a maximum annual fee based on your portfolio size (see rates in table). Financial planning services are offered for an hourly or flat fee. The minimum net worth for a financial plan is $100,000. The minimum account size for asset management is $100,000, but SCM may accept accounts below this at its discretion. There are also transaction charges for trades executed in Advisory Client’s AMA.
Areas of Practice
Location
11152 S Towne Square, Saint Louis, MO, 63123