Sara Stanich is a CFP-designated registered investment advisor at Cultivating Wealth, based in Montauk, NY, with 15 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 9 more. Their firm serves 175 clients with $210M 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 | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are based on a blended rate and are negotiable. Legacy clients and family and friends of firm associates may pay lower fees and lower minimums.
Fee Estimator
Contact
Sara Stanich
Location
Montauk, NY
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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 Activities
Sara owns a vacation rental property in NY, dedicating minimal time to it. She also owns and operates TSG Media, LLC, a marketing firm, spending a few hours per week on this activity.
Employment History
Current Registrations
Cultivating Wealth
Previous Registrations
Raymond James Financial Services Advisors, INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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.
Exams
Additional Information
The Stanich Group is a fee-only registered investment adviser.