Tonia Gustafson is a registered investment advisor at Sabbia Faro Wealth Management LLC, based in Brooklyn, NY, with 4 years of industry experience. Tonia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 18 clients with $51M 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 | 0.85% |
| $500K - $2.0M | 0.95% |
| $2.0M - $4.0M | 1.00% |
| $4.0M - $6.0M | 0.85% |
| $6M+ | 0.75% |
Management Fees based on Total Assets under Management will not be charged in respect of Custodial Roth IRAs of any value or savings accounts that do not hold tactical cash. SFWM may waive or reduce fees in its sole discretion in respect of any client or account, and, in SFWM’s sole discretion, Management Fees may be waived in respect of Accounts with less than $75,000 in value (calculated as of the end of the immediately preceding quarter).
Fee Estimator
Location
Brooklyn, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Tonia serves as a trustee for six trusts stemming from her previous employment with the Cooper Family Office. She began receiving compensation for this role in November 2020.
Employment History
Current Registrations
Sabbia Faro Wealth Management LLC
State Registrations1 state
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