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 High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 130 clients with $260M 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 | 1.00% |
Annual asset-based fees generally range from 0.5% to 1.0% and are charged quarterly in advance. Fees are negotiable based on account complexity, size, and other factors.
Fee Estimator
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.
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 →Employment History
Current Registrations
Shaker Investments
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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