Sarajane Weinstein
Sarajane Weinstein is a registered investment advisor at Kanner Financial Services LLC, based in North Haven, CT, with 7 years of industry experience. Sarajane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 1 more. Their firm serves 139 clients with $100M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable and may vary based on several factors. A minimum quarterly fee of $1,000 is required.
Fee Estimator
Location
116 Washington Ave, Third Floor, North Haven, CT, 06473
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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
Sarajane is a part-time religious school teacher at Etz Chaim Religious School in Marietta, GA. This activity, which is not investment-related, takes about 10-20% of her time.
Employment History
Current Registrations
Kanner Financial Services LLC
State Registrations1 state
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