Sanggi Jeon is a registered investment advisor at Elm Capital Management LLC, based in Pittsburgh, PA, with 4 years of industry experience. Sanggi operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 564 clients with $130M 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 | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for amounts greater than $1,000,000.
Fee Estimator
Location
309 Smithfield Street, 6th Floor, Pittsburgh, PA, 15222
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Sanggi is a Vice President/IAR at Elm Capital Management LLC since 2020, and also works at Eastern Financial Group, Inc. DBA Elder Law Management since 2015 as an Account Manager/Tax Preparer and CCO/IAR. These activities are investment-related and take up a significant amount of Sanggi's time.
Employment History
Current Registrations
Elm Capital Management LLC
Previous Registrations
Elder Law Management, Elder Law Planning Services
State Registrations3 states
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