Sarah Stachnik
Sarah Stachnik is a registered investment advisor at Integrated Benefits, Incorporated, based in Aspen, CO, with 6 years of industry experience. Sarah 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, Investment Management, and 1 more. Their firm serves 73 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Integrated Benefits manages investments for clients, charging a percentage of the assets managed.
Discretionary clients pay a maximum of 1.00% annually, and non-discretionary clients pay a maximum of 1.25% annually. Fees are billed quarterly in advance based on the market value of the account on the last day of the previous quarter. Fees may be negotiable.
Location
135 West Main St., Apt K, Aspen, CO, 81611
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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
Sarah is a registered representative of a broker-dealer, OSAIC Wealth Inc., and Integrated Benefits, Incorporated, spending full-time hours administering investment products and services, including annuities, estate planning, insurance, and more. She is also a licensed insurance agent and a member of West Invest LTD, providing insurance on a commission basis, dedicating a few hours per week.
Employment History
Current Registrations
Integrated Benefits, Incorporated
Previous Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
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.