Sara Gochenour is a registered investment advisor at Salomon and Ludwin, based in Richmond, VA, with 13 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, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 459 clients with $1.3B 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 $2.0M | 1.75% |
| $2.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.50% |
| $10.0M - $12.5M | 0.40% |
| $12.5M - $15.0M | 0.30% |
| $15.0M - $17.5M | 0.30% |
| $17.5M - $20.0M | 0.30% |
| $20.0M - $22.5M | 0.25% |
| $22.5M - $25.0M | 0.25% |
| $25.0M - $27.5M | 0.25% |
| $27.5M - $30.0M | 0.15% |
| $30.0M - $32.5M | 0.15% |
| $32.5M - $35.0M | 0.10% |
| $35.0M - $37.5M | 0.10% |
| $37.5M+ | 0.05% |
Accounts below $2 million are subject to household minimum fees of $7,500 a year or up to 1.75% annually, whichever is greater. Fees are negotiable at the firm's discretion.
Fee Estimator
Location
1401 Gaskins Road, Richmond, VA, 23238
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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
Salomon and Ludwin
Previous Registrations
Heritage Wealth Advisors
Dorsey, Wright & Associates, LLC
State Registrations2 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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