Benjamin Yashar is a registered investment advisor at Altman Sacks Corporation, based in Tujunga, CA, with 6 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ASC offers investment supervisory services where they manage your investments for a fee based on a percentage of the value of your account. The annual fee ranges from 1% to 2% depending on the size of your account. This fee is calculated at the beginning of each quarter. There is also a one-time set-up fee that ranges from $250 to $2,000 for non-retirement accounts and is $2,000 for retirement or trust accounts.
ASC also offers portfolio management services where they monitor, analyze, and report on your investments for an hourly fee not to exceed $300 per hour.
Location
Tujunga, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Altman Sacks Corporation
State Registrations1 state
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