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 High Net Worth, 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% |
Custodial Roth Individual Retirement Accounts and savings accounts without tactical cash are excluded from fee calculations. Fees may be waived or reduced at the firm's discretion, and fees may be waived for accounts under $75,000.
Fee Estimator
Location
Brooklyn, NY
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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
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
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.
Exams
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