Sara Glakas is a registered investment advisor at Black Barn Financial, LLC, based in Austin, TX, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 154 clients with $160M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Minimum annual fee of $7,500.
Fee Estimator
Location
2305 Hancock Drive, Ste. 105, Austin, TX, 78756
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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 is a passive investor in Yard Bar, LLC, a dog park bar, and a member of the Women on the Verge of a Financial Breakthrough Podcast, dedicating a few hours per week as a co-host. She also serves on the Board of Directors for YWCA Greater Austin, an advocacy group, spending a few hours per week attending meetings and participating in various activities.
Employment History
Current Registrations
Black Barn Financial, LLC
Previous Registrations
Strategic Financial Concepts, LLC
State Registrations2 states
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