Sasha Coviello
Sasha Coviello is a registered investment advisor at Auctus Wealth Management INC., based in Philadelphia, PA, with 20 years of industry experience. Sasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 109 clients with $43M 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 $100K | 2.75% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.8M | 1.50% |
| $1.8M+ | 1.50% |
Fees are negotiable for accounts over $1,750,000.
Fee Estimator
Location
1706 Delancey Place, Philadelphia, PA, 19103
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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 →Other Business ActivitiesSells Insurance
Sasha is a Managing Director at Auctus Wealth Management, a Registered Investment Advisory, dedicating full-time hours to this role. Sasha also engages in rental property management, insurance sales (including life, long-term care, disability, and annuities), health insurance production, and serves on the Board of Directors for Camphill Soltane Fdn, allocating minimal time to each of these activities.
Employment History
Current Registrations
Auctus Wealth Management INC.
Previous Registrations
Triad Advisors LLCBroker
National Securities CorporationBroker
Gunnallen Financial, INCBroker
First Montauk Securities CORP.Broker
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.