E. Wannen is a registered investment advisor at Sustainvest Asset Management, LLC, based in Petaluma, CA, with 15 years of industry experience. E. operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 162 clients with $140M 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 $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
For retirement plan advisory services, Sustainvest charges an annual advisory fee equal to 0.50% of participant assets under advisement.
Fee Estimator
Location
755 Baywood Drive, Suite 200, Petaluma, CA, 94952
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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
Sustainvest Asset Management, LLC
Previous Registrations
Harrington Investments, INC.
UBS Financial Services INC.
State Registrations4 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.