Henrietta Sazdanoff is a registered investment advisor at Sovereign Asset Management, based in Lexington, OH, with 17 years of industry experience. Henrietta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 69 clients with $67M 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25M+ | 0.45% |
Fees are negotiable upon limited circumstances which may include size of portfolio, type of account under management, or whether the portfolio is a charitable account. Clients whose portfolio contains mutual funds and/or exchange traded funds (ETF) pay two levels of advisory fees for the management of their assets; one directly to Sovereign and another indirectly to the mutual fund or ETF.
Fee Estimator
Location
Lexington, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sovereign Asset Management
State Registrations1 state
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