AS
AS

Adam Sansiveri

15 Years of Experience
Nashville, TN
Broker

Adam Sansiveri is a registered investment advisor at Alliancebernstein L.P., based in Nashville, TN, with 15 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 30,285 clients with $760B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
512 advisors
Number of Clients
30,285 clients
Average Client Portfolio
$25.2M average
Assets Under Management
$763.4B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.85%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $3.0M1.20%
$3.0M - $5.0M1.10%
$5.0M - $10.0M1.05%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.75%
$50M+0.65%

Rates reflect return-seeking and diversifying assets. Accounts between $1 million and $5 million are subject to an additional 0.25% administrative and servicing charge on the first $3 million of applicable assets. Other asset classes and strategies have separate fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

501 Commerce St, Nashville, TN, 37203

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Adam is a minority owner, investor, and active partner in Intelligent Green Solutions LLC, a solar technology and installation company, since 2016. This activity is not investment-related.

Employment History
Current Registrations
Alliancebernstein L.P.
February 2011 - Present · 15 yrs 8 mos
Sanford C. Bernstein & CO., LLC
February 2011 - Present · 15 yrs 8 mos
Sanford C. Bernstein & CO., LLCBroker
February 2011 - Present · 15 yrs 8 mos
State Registrations30 states
ALAZCACOCTDCDEFLILKSKYMAMDMIMNNHNJNVNYOHOKORPASCTNTXUTVAWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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