Saga Partners LLC
Assets Under Management
$25.0M
Number of Clients
56
Number of Advisors
1
Average Client AUM
$447K
AUM per Advisor
$25.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Saga Partners offers investment management services, providing advice on equities, REITs, and ADRs. Services are tailored to individual client needs, considering investment objectives, risk tolerance, and income needs. The firm focuses on long-term capital growth through a concentrated portfolio of individual stocks.
Fee Structure
Saga Partners charges either a fixed or variable quarterly management fee, with the variable fee ranging from 0% to 1.5% based on the portfolio's value at the end of the preceding quarter. The fixed management fee is negotiated. Fees are deducted from the client's account by the custodian. The firm recommends a minimum initial investment of $250,000, but this may be waived in special situations.
Areas of Practice
Location
OH, United States