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Karl Saunders

Advisor at Saunix Investment Management, LLC

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Saunix Investment Management, LLC logo

Firm

Saunix Investment Management, LLC

Location

Zanesville, OH

Credentials

Series 65

Industry experience

6 years

About

Karl Saunders is the sole advisor at Saunix Investment Management, LLC in Zanesville, Ohio, holding a Series 65 credential with five years of industry experience. He has been president of Saunix Management, Ltd. since 1996, a management consulting firm offering services including strategic planning, private security, martial arts, self-defense, and fitness training. Prior to his advisory role, he worked for 40 years at Orthopaedic Associates of Zanesville, Inc. Saunix Investment Management is an independent advisory firm serving mid- to high-net-worth individuals as well as organizational clients such as foundations, non-profits, and specialty occupational groups including military, law enforcement, private security, and health-care professionals. The firm provides personalized investment advisory and portfolio management services, using a range of securities and a combination of fundamental and technical analysis focused on low turnover and cost efficiency.

Client services

Based on Saunix Investment Management, LLC

Portfolio management

Expertise

Based on Saunix Investment Management, LLC

Wealth management Real estate investing

Occupation focus

Based on Saunix Investment Management, LLC

Doctor or Medical Professional Military & Veterans

Demographic focus

Based on Saunix Investment Management, LLC

Mid-Career Professionals

Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.80% $5,000,001+: 0.75%

Project-based

$195.00 per hour, pro-rated on 15 minute increments

Other

Account minimum: $500,000 (generally)

Location

Zanesville, OH

Most active in

New York · Ohio

Work history

Saunix Management, Ltd.

1996 - Present (30 years)

Orthopaedic Associates of Zanesville, Inc.

1981 - 2021 (40 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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