St. Germain Investment Management
Assets Under Management
$3.1B
Number of Clients
6,159
Number of Advisors
29
Average Client AUM
$503K
AUM per Advisor
$106.9M
Compensation
Fee-Only (AUM)
About This Firm
St. Germain Investment Management, Inc. offers discretionary investment management services for individuals, businesses, non-profit charitable organizations, and institutional clients, as well as financial planning services. Investment strategies are incorporated into model portfolios targeting various investment objectives. They utilize both quantitative and qualitative criteria in determining asset allocation and security selection.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Fees can be negotiable.
Fee Estimator
The annual fee for investment services is based on a percentage of your assets under management, billed quarterly in arrears. The fee schedule is 1.25% on the first $250,000, 1.00% on the next $1,750,000, 0.85% on the next $3,000,000, and 0.60% on amounts over $5,000,000. A minimum quarterly management fee of $25 applies (prorated monthly). Fees can be negotiable. Financial planning services are typically covered by management fees, but St. Germain reserves the right to charge separately for such services.
Areas of Practice
Location
1500 Main St, 25th Floor, Springfield, MA, 01115-1001