Michael
Sabelli
Saxony Capital Management, LLC
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About this Advisor
Michael Sabelli is a certified financial planner operating in Saint Louis, Missouri who has 12 years of industry experience. Sabelli is currently employed by Saxony Capital Management, LLC. They have spent their entire time as a financial advisor at Saxony Capital Management, Llc. Sabelli has a Series 63 license, certifying them as a securities agent, and is approved to advise clients in Ohio. Saxony Capital Management, LLC is a registered investment firm that has its headquarters in Saint Louis, MO. It has offices in 22 locations and a total of seven financial advisors. It controls $163 million in total assets between its 540 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises one charitable organizations. Of its 540 client accounts, just 11% belong to high-net-worth clients who have greater than $1 million in assets. The firm has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually depend on the financial services provided. However, fee types billed by Saxony Capital Management, LLC most likely include some blend of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Saxony Capital Management, LLC Brokerage Details
$163,089,052
7
540
$302,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Michael Sabelli Work History
Michael has been registered as a financial advisor for 12 years.*
Saxony Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Sabelli to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Saxony Capital Management, LLC
Hamilton, OH
Suttons Bay, MI
Chesterfield, MO
Saint Louis, MO
Saint Louis, MO
Hebron, CT
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
