Sarah Perelle is a CFP-designated registered investment advisor at Openarc Corporate Advisory, LLC, based in Atlanta, GA, with 13 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 3,841 clients with $10B 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 | 1.75% |
Maximum annual fee is 1.75%. Fees are negotiable depending on individual client circumstances and account type.
Fee Estimator
Location
3550 Peachtree Road Ne, Floor 7, Atlanta, GA, 30326
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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
Sarah jointly owns rental property with her husband through Left Hand Properties, LLC, but her involvement is minimal. Her husband manages the property, and Sarah is on the mortgage and files taxes jointly.
Employment History
Current Registrations
Openarc Corporate Advisory, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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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