SAXONY CAPITAL MANAGEMENT, LLC
Saint Louis, Missouri
Saxony Capital Management, LLC is a small investment advisory firm based out of Saint Louis, MO. With a team of seven employees, a small percentage of whom provide investment advisory services, the firm offers a range of compensation structures, including hourly charges and fixed fees.
With over 270 individual clients and assets under management totaling $163,089,000, Saxony Capital Management, LLC has established itself as a trusted wealth management partner. Notably, nearly half of their assets under management are derived from employer 401Ks and individual clients, showcasing their expertise in this space.
The firm's exten...
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Assets Under Mgmt
$163.09M
Investment Professionals
N/A
Locations
22
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Performance-based fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
Disclosures
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
Articles
Articles
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