Roubik Sarian is a registered investment advisor at Hayk Capital, based in Glendale, CA, with 9 years of industry experience. Roubik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 7 clients with $790K 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees may be reduced but never increased from the stated schedule.
Fee Estimator
Location
Glendale, CA
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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 ActivitiesSells Insurance
Roubik works part-time as a consultant in marketing for Bright Start, a child care service. Roubik is also a life insurance agent since 2016, dedicating about a quarter of his time to evaluating client needs and offering appropriate policies.
Employment History
Current Registrations
Hayk Capital
Previous Registrations
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
Quest Capital Strategies, INC.Broker
Quest Capital Strategies, INC.
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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.