Sevag Vartanian is a registered investment advisor at Vartanian Capital Management, based in Novi, MI, with 26 years of industry experience. Sevag operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 18 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are negotiable and may vary based on the size and nature of the relationship, services rendered, complexity of investments, time commitments, and travel requirements.
Fee Estimator
Location
Novi, MI
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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
Sevag is an advisory representative of a Registered Investment Advisor (RIA), spending about 10-20% of his time on investment-related activities. He is also a member of DGC Leasing, LLC, providing equipment leasing services, dedicating a few hours per week to this.
Employment History
Current Registrations
Vartanian Capital Management
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Securities LLCBroker
Goldman, Sachs & CO.Broker
Citigroup Global Markets INC.Broker
Fiserv Investor Services, INC.Broker
Wnl Brokerage Services, INC.Broker
State Registrations1 state
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.