MS
CFP
MS
CFP

Michael Sabatino

11 Years of Experience
Princeton, NJ

Michael Sabatino is a CFP-designated registered investment advisor at Sabadoodle, based in Princeton, NJ, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 15 clients with $1.7M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
$115K average
Assets Under Management
$1.7M

Fee Structure

Minimum Investment:None
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The advisory fee is negotiable at the advisor’s discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Princeton, NJ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sabadoodle
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Lifecycle Financial Advisors, LLC
October 2012 - January 2019 · 6 yrs 3 mos
State Registrations2 states
NJNY
Advisor

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
No exam information available for this advisor.
Michael Sabatino - Financial Advisor | TrueAdvisor