Ivan Sacks is a registered investment advisor at Kingsley Advisors, LLC, based in Dallas, TX, with 23 years of industry experience. Ivan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 171 clients with $43M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
171 clients
Average Client Portfolio
$251K average
Assets Under Management
$42.9M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Kingsley Advisors manages investments through a wrap fee program. The annual management fee is a percentage of your portfolio, paid quarterly in advance, and is negotiable.
- Less than $50,000: 2.75%
- Greater than $50,000: 2.00%
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Location
Dallas, TX
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Regulatory History (1)
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Employment Separation After Allegations
April 2015Employment History
Current Registrations
Kingsley Advisors, LLC
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Kingsley Advisors, LLC
October 2017 - December 2020 · 3 yrs 2 mos
Kingsley Advisors, LLC
August 2015 - June 2017 · 1 yr 10 mos
National Asset Management, INC.
April 2015 - September 2017 · 2 yrs 5 mos
Prospera Financial Services, INC.
January 2005 - April 2015 · 10 yrs 3 mos
Hodges Capital Management INC
March 2002 - November 2004 · 2 yrs 8 mos
State Registrations4 states
CAFLNJTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.