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Pablo Sagion

4 Years of Experience
Santa Monica, CA

Pablo Sagion is a registered investment advisor at Mangrove Advisors, LLC, based in Santa Monica, CA, with 4 years of industry experience. Pablo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.75%
$10M+0.50%

Fees are negotiable. For accounts under $500,000, a fixed monthly fee of $250 to $2,000 is charged instead of the percentage-based fee.

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

Santa Monica, CA

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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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Employment History
Current Registrations
Mangrove Advisors, LLC
December 2023 - Present · 2 yrs 5 mos
Previous Registrations
Goldman Sachs Ayco Personal Financial Management
January 2022 - April 2023 · 1 yr 3 mos
Goldman Sachs & CO. LLCBroker
December 2021 - April 2023 · 1 yr 4 mos
Lincoln InvestmentBroker
May 2017 - August 2017 · 3 mos
J.P. Morgan Securities LLCBroker
May 2014 - May 2015 · 1 yr
State Registrations1 state
CA
Advisor

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.