Larry Sabin is a registered investment advisor at Sabin Investment Management, INC., based in Lehi, UT, with 18 years of industry experience. Larry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 152 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sabin Investment Management (SIM) charges an annual fee based on the value of your portfolio.
- For portfolios with both stocks and bonds (Balanced Portfolio), the fee is 1% per year, billed quarterly.
- For portfolios with mostly bonds (Fixed Income Portfolio), the fee ranges from 0.35% to 0.50% per year, billed quarterly. The exact fee depends on the complexity of the investments and the expected return.
Location
Lehi, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sabin Investment Management, INC.
State Registrations3 states
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