Corey Saft is a CFP-designated registered investment advisor at Sivia Capital Partners, LLC, based in Mill Valley, CA, with 13 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 55 clients with $640M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and may be lower based on various factors. The annual fee is up to 2%.
Fee Estimator
Location
495 Miller Avenue, Suite 206, Mill Valley, CA, 94941
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sivia Capital Partners, LLC
Previous Registrations
S F Sentry Securities, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 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.