Sacajawea & Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$55,754,380
Clients
18
Advisors
1
of 1 employees
About
The firm manages discretionary portfolios for a mix of individual investors (both non‑high‑net‑worth and high‑net‑worth), trusts, foundations and retirement accounts, and also accepts pooled investment vehicle clients. It provides portfolio management as its core service and offers occasional ad hoc economic or financial consulting.
The firm follows a fundamental, long‑term investment approach based on a proprietary framework: the sole investment professional compiles raw historical financial data (sourced from company filings and third‑party databases) and seeks multi‑decade records where available to evaluate securities. Portfolios are constructed from publicly traded securities with an emphasis on diversification and the adviser does not use derivatives or leverage; broker research may be used only as part of due diligence.
Noteworthy features include operating as a solo practitioner with concentrated reliance on a single investment professional, and serving in fiduciary roles that create custody considerations—acting as trustee for certain client trusts and as general partner of a family pooled vehicle. The combination of charitable organization and pooled‑vehicle clients alongside both non‑HNW and HNW individuals, together with a percentage‑of‑AUM fee model and periodic individualized consulting, distinguishes the firm from many peers.
Client services
Expertise
Fee options
$0 - $500,000: 0.55% annually $500,000 - $2,000,000: 0.40% annually $2,000,000 - $5,000,000: 0.30% annually $5,000,000+: 0.20% annually
$400 per hour with 50% discount for portfolio management clients
Account minimum: $2,000,000
Main office
148 Linden Street, Suite 204
Wellesley MA 02482
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Sacajawea & Co, Llp · Sacajawea & Company, LLC
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.
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