Advisor at Saunders Investment Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Saunders Investment Management LLC
Location
Saint Simons Island, GA
Credentials
Series 65
Industry experience
9 years
Clayton Saunders is the sole advisor at Saunders Investment Management LLC, an independent firm based in Saint Simons Island, GA. He holds a Series 65 designation and has eight years of industry experience. Saunders has also been affiliated with the College of Coastal Georgia since 1992. Saunders Investment Management provides tailored investment advisory and portfolio management services primarily to mid- to high-net-worth individuals and nonprofit entities. The firm combines fundamental and technical analysis to develop risk-appropriate asset allocations, emphasizing low turnover and long-term market returns while also offering market-timing portfolios and services, which is uncommon among independent advisers.
Based on Saunders Investment Management LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001+: 0.75%
$125 per hour for Portfolio Review Services
Account minimum: $700,000
Saint Simons Island, GA
Georgia
College of Coastal Georgia
1992 - Present (34 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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