Safet Musovic is a CFP-designated registered investment advisor at Santander Securities, based in Staten Island, NY, with 16 years of industry experience. Safet is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 11,124 clients with $3.1B 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 $50K | 1.30% |
| $50K - $250K | 1.30% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.20% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.08% |
| $5.0M - $10.0M | 1.03% |
| $10M+ | 0.94% |
Rates shown are the primary Fund Strategist Programs Standard Rate schedule. Other programs such as Separately Managed Accounts and Unified Managed Accounts have separate fee schedules ranging from 0.70% to 1.40%. Fees may be negotiated on a case-by-case basis. Manager fees (0.15% to 1.00%) are charged separately.
Fee Estimator
Location
1550 Richmond Road, Staten Island, NY, 10304
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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
Safet owns rental property in Newark, NJ, since 2019. He dedicates minimal time to this investment-related activity.
Employment History
Current Registrations
Santander Securities LLCBroker
Santander Securities
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Santander Securities
Santander Securities
Santander Securities LLCBroker
LPL Financial LLCBroker
Chase Investment Services CORP.Broker
J.P. Turner & Company, L.L.C.Broker
State Registrations8 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
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