Richard Sajkoski
Richard Sajkoski is a registered investment advisor at United Asset Strategies INC., based in Garden City, NY, with 32 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,598 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UAS offers investment management services for equity, fixed-income, and balanced accounts. The fees are determined by a relationship manager in consultation with the client and are set forth in the investment management agreement. Fees may vary among clients. UAS also manages accounts on the Pontera platform and charges 0.25% per year of the account value, in addition to Pontera's 0.25% fee. For employer-sponsored retirement plans, UAS applies a tiered fee schedule with a maximum fee of up to 1% per year on the plan assets. There may also be a minimum fee applied to a plan or to participant accounts within a plan.
Location
377 Oak Street, Suite 403, Garden City, NY, 11530
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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
Richard is an insurance agent selling insurance through United Financial Group, Ltd., dedicating a few hours per week. He is also a registered representative with American Portfolio Financial Services, Inc., spending a few hours per week on this activity as well.
Employment History
Current Registrations
United Asset Strategies INC.
Previous Registrations
Osaic Wealth, INC.Broker
American Portfolios Financial Services, INC.Broker
United Financial Group, LTDBroker
Citigroup Global Markets INC.Broker
Citicorp Investment ServicesBroker
David Lerner Associates, INC.Broker
Oppenheimer & CO., INC.Broker
State Registrations1 state
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