Saxon Financial Group
Assets Under Management
$616.5M
Number of Clients
570
Number of Advisors
12
Average Client AUM
$1.1M
AUM per Advisor
$51.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Saxon Financial Group offers investment management on a discretionary or non-discretionary basis, constructing portfolios with mutual funds, ETFs, stocks, and other investments. They also provide financial planning services covering investment, retirement, education, and legacy planning. Estate planning document generation is offered as an add-on service.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees may be negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, billed quarterly in advance. For example, the annual rate is 1.35% on the first $500,000. Financial planning is offered on an hourly basis (ranging from $150 to $250 per hour) or at a fixed rate of up to $10,000 annually. Estate planning document generation is available for a one-time flat fee of $1,700 per household or $1,000 per individual. Fees may be negotiable.
Areas of Practice
Location
1177 West Loop S, Suite 1825, Houston, TX, 77027