Juliusz Sas
Juliusz Sas is a registered investment advisor at Global Special Situations Research CO. INC., based in New York, NY, with 4 years of industry experience. Juliusz 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 6 clients with $6.8M 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 $1.0M | 0.50% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $8.0M | 0.50% |
| $8M+ | 0.50% |
Fees are negotiable. Clients may pay a combination of asset-based and performance fees: 0.5% on the first $1 million, 0.5% on amounts over $1 million and up to $5 million, no asset-based fee over $5 million, plus a performance fee equal to 12% of net profits of the account. The performance fee may be reduced to 10% for accounts greater than $3 million at the beginning of the year.
Fee Estimator
Location
484 West 43rd Street, Suite 21 S, New York, NY, 10036
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Global Special Situations Research CO. INC.
State Registrations1 state
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