Sabal Investment Advisors, LLC

CRD#169572
Investment Advisor Firm

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Learn more about Sabal Investment Advisors, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Sabal Investment Advisors, LLC is a financial advisory firm headquartered in Irvine, California. The firm administers $2.5 billion in total assets across four accounts, making it one of the largest firms in the country by assets under management (AUM). Sabal Investment Advisors, LLC has a small group, including 0 financial advisor. Sabal Investment Advisors, LLC does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments like stocks, options and bonds.

    Sabal Investment Advisors, LLC manages all of its client assets on a discretionary basis. Discretionary management means that a portfolio manager makes buy and sell choices without requiring the customer's permission. The company manages an average of $620.6 million in assets for each account.

    The company's main office is located at 2211 Michelson Drive, Irvine, California 92612. It is registered to provide services to investors in the state of California.

    Assets Under Management

    $2.5 billion

    Disclosures

    No

    Office Location

    2211 Michelson Drive
    Irvine, CA 92612

    Sabal Investment Advisors, LLC by the Numbers

    Total Assets Under Management

    $2.5 billion

    National Average: $8.6 billion
    Total Number of Employees

    16

    National Average: 64
    Total Number of Accounts

    4

    National Average: 375,227
    Average Account Size

    $620.6 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees billed by the company likely consist of the following fee types: asset-based or other. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 10% of firms

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Back to Overview

    Types of Clients

    It works with pooled investment vehicles. Out of its four accounts, Sabal Investment Advisors, LLC's biggest client group is pooled investment vehicles. None of its accounts are from outside of the U.S.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Sabal Investment Advisors, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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