Sasha Kostadinov is a CFA-designated registered investment advisor at Shaker Investments, based in Beachwood, OH, with 9 years of industry experience. Sasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 160 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Shaker Investments' annual fees for managing your investments are a percentage of the value of your portfolio. The fees generally range from 0.75% for Asset Allocation strategy accounts to 1.0% for Fundamental Growth and Small Cap Growth accounts. These fees are charged quarterly, based on the portfolio's value at the end of the previous quarter. A minimum of $50,000 is required to establish an account management relationship, but this is negotiable.
Location
3201 Enterprise Parkway, Suite 310, Beachwood, OH, 44122-7337
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Shaker Investments
State Registrations1 state
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