Brandt Sakakeeny is a registered investment advisor at Rockingstone Advisors, based in Harrison, NY, with 13 years of industry experience. Brandt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $290M 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 $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $15.0M | 1.00% |
| $15M+ | 0.85% |
All investment fees are negotiable. If you elect to invest in digital assets, then Rockingstone shall also charge you an annual flat fee of 1.00% of the digital assets in your digital asset account
Fee Estimator
Location
600 Mamaroneck Ave, Ste 400, Harrison, NY, 10528
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Brandt is a board member for Wake Forest College and Bonnie Briar Country Club, dedicating minimal time to each. He is also a member of Seasage Properties LLC and Balmoral Unit 4 LLC, both real estate investment companies, spending minimal time on these activities as well.
Employment History
Current Registrations
Rockingstone Advisors
Previous Registrations
Rockingstone Advisors
Rockingstone Advisors
State Registrations4 states
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