Saunders Investment Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,500,000
Total clients
20
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$1,625,000
About
Saunders Investment Management provides tailored investment advisory and portfolio management services to mid‑ to high‑net‑worth individuals and to foundations or other non‑profit entities, creating individualized investment plans and offering ongoing monitoring, rebalancing, and periodic performance reports. The firm also offers one‑time portfolio reviews and an investment timing service as part of its service menu.
The firm applies both fundamental and technical analysis to develop risk‑appropriate asset allocations and generally emphasizes low turnover and long‑term market returns. At the same time, Saunders operates an explicit investment timing service and separate market‑timing portfolios, a practice that is uncommon among independent advisers.
As a single‑advisor firm managing approximately $33.8 million in discretionary assets, Saunders maintains discretionary authority via limited power of attorney while not taking custody of client assets, with custodial statements delivered directly to clients. The combination of serving nonprofit/foundation clients, maintaining a relatively high typical account minimum (generally $700,000), and offering market‑timing portfolios distinguishes the firm from many peers.
Client services
Expertise
Fee options
$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
Main office location
Saunders Investment Management LLC
Saint Simons Island GA, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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