Sabal Investment Advisors, LLC

CRD#169572
Investment Advisor Firm

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Overview

Sabal Investment Advisors, LLC is an advisory firm based in Irvine, California. The company controls $553.8 million in assets under management throughout three client accounts, placing it among the bigger investment advisory firms in the nation by assets under management (AUM). Sabal Investment Advisors, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are tradable financial assets such as options, bonds and stocks.

Sabal Investment Advisors, LLC manages all of the firm's accounts on a discretionary basis. Discretionary management is a structure in which transaction choices are made by a portfolio manager without requiring the customer's permission. Sabal Investment Advisors, LLC's typical account size is $184.6 million.

The firm's central office is at 4 Park Plaza, Suite 2000, Irvine, California 92614-0100. It is legally permitted to serve customers in the state of California.

Assets Under Management

$553.8 million

Disclosures

No

Office Location

4 Park Plaza, Suite 2000
Irvine, CA 92614-0100

Sabal Investment Advisors, LLC by the Numbers

Total Assets Under Management

$553.8 million

National Average: $3.7 billion
Total Number of Accounts

3

National Average: 2,073
Average Account Size

$184.6 million

National Average: $1.8 million

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Fee Structure

Fees charged by financial advisors usually vary depending on which service is provided. Fee types billed by Sabal Investment Advisors, LLC likely are comprised of some combination 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 comprehensive fee.

Available

  • Offered by 74% 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 12% 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 35% 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 2% 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 17% 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 1% 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 40% 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.

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Types of Clients

The company provides services to pooled investment vehicles. Out of its three customers, Sabal Investment Advisors, LLC's biggest client is pooled investment vehicles. None of its customers reside abroad.

  • 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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This content was compiled from the SEC and FINRA