Sada Geuss is a registered investment advisor at Trillium Asset Management, based in Boston, MA, with 7 years of industry experience. Sada operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 2,043 clients with $4.3B 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 $5.0M | 0.85% |
| $5M+ | 0.50% |
Fees are subject to negotiation. A 0.15% oversight fee applies to unaffiliated mutual funds or exchange-traded funds used in asset allocation. Private fund management fees are up to 1.25% per annum.
Fee Estimator
Location
One Congress Street, Suite 3101, Boston, MA, 02114
Get directionsHistory
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
Trillium Asset Management
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
More Advisors
- Kathleen Bochman, CFATrillium Asset Management
- Cheryl Smith, CFATrillium Asset Management
- Matthew Patsky, CFATrillium Asset Management
- Alexander Jovanovic, CFPTrillium Asset Management
- Mitali Prasad, CFATrillium Asset Management
- Paul Scleparis, CFAScs Capital Management LLC