Anne Ertel-Sawasky
Anne Ertel-Sawasky is a ChFC-designated registered investment advisor at Unique Investment Advisors, LLC, based in Nashville, TN, with 9 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Unique Investment Advisors acts as a co-advisor with Matson Money. The fee is negotiable based on the amount of assets and the Model Portfolio chosen. Matson Money also receives fees of 0.50% per year on the average net plan assets of each series of the Matson Fund.
Fee Estimator
Location
95 White Bridge Pike, Suite 310, Nashville, TN, 37205
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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 ActivitiesSells Insurance
Anne is a business consultant and insurance agent at Quo Vadis Solutions LLC, spending about a quarter of her time on insurance sales and services. She also owns Sawasky Law LLC, a law practice, and spends minimal time on it.
Employment History
Current Registrations
Unique Investment Advisors, LLC
Previous Registrations
Paul Winkler, INC.
State Registrations4 states
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.