Jason Sacks is a CFP-designated registered investment advisor at Frisch Financial Group, INC., based in Melville, NY, with 16 years of industry experience. Jason 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, High Net Worth, and 3 more. Their firm serves 546 clients with $790M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Frisch Financial charges an annual investment advisory fee that can be up to 2.0% of the total assets they manage or advise on. The fee is based on factors like the amount of assets, complexity, and the scope of services. There is a minimum quarterly fee of $2,500. Fees are typically deducted from the client's custodial account.
Contact
Jason Sacks
Location
445 Broad Hollow Road, Suite 215, Melville, NY, 11747
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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
Frisch Financial Group, INC.
Previous Registrations
TD Waterhouse Investor Services, INC.
State Registrations3 states
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
Additional Information
Jason graduated from the University of Delaware with a Bachelor of Arts in Economics. He began his career in the financial industry in 1997, garnering decades of experience working with equity and fixed income markets.