Firm
SAC Investment Management
Ft. Lauderdale, Florida
Fee-only
SAC Investment Management at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 50 individual clients, 25 of them high net worth.
- Its average account is about $425,000 (assets it manages divided by its 160 accounts).
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Ft. Lauderdale, Florida |
|---|---|
| Website | sacinvestments.com |
| Phone | (570) 885-6672 |
SAC Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"FIRST $1,000,000 = 1.00%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $68 million |
| Individual clients | 25 |
| High-net-worth clients | 25 |
| Accounts managed | 160 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 322784 |