Sargent Investment Group Fees & Minimum

Overview

Headquarters: Bethesda, MD
Total Firm Assets: $1.5 billion
Average High-Net-Worth Client Portfolio Size: $5.3 million
Stated Minimum Account Size: $2,000,000

Recent Rankings

Forbes 2025: 230

Fee Disclosure

Source: FIRM DISCLOSURE BROCHURE 2A (2026-05-26) · View brochure text

Min	Max	Disclosed Annual Rate
$0	and above	1.25%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$62,500	1.25%
$10 million	$125,000	1.25%
$50 million	$625,000	1.25%
$100 million	$1,250,000	1.25%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 90.47%
Number of High-Net-Worth Clients: 251
Total Client Accounts: 1,381
Discretionary Accounts: 1,229
Non-Discretionary Accounts: 152

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 297499

FIRM DISCLOSURE BROCHURE 2A (2026-05-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Sargent Investment Group