Donald Sazdanoff
Donald Sazdanoff is a registered investment advisor at Sovereign Asset Management, based in Lexington, OH, with 19 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $67M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Fees are negotiable upon limited circumstances which may include size of portfolio, type of account under management, or whether the portfolio is a charitable account. Clients whose portfolio contains mutual funds and/or exchange traded funds (ETF) pay two levels of advisory fees for the management of their assets; one directly to Sovereign and another indirectly to the mutual fund or ETF.
Fee Estimator
Location
Lexington, OH
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 1992Employment History
Current Registrations
Sovereign Asset Management
State Registrations2 states
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