Sara Mongno is a registered investment advisor at Sargent Investment Group, based in Bethesda, MD, with 3 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 407 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIG charges an annual advisory fee based on a tiered schedule of your portfolio's value, paid quarterly in advance. The maximum standard fee is 1%, but can be 1.25% if the $2 million household minimum is waived. Fees and minimums are negotiable. SIG excludes cash balances from the assets used to calculate the advisory fee, but includes cash equivalent money market funds and traded cash-like mutual funds or ETFs.
Location
4920 Elm Street, Suite 305, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sargent Investment Group
Previous Registrations
Wells Fargo Securities, LLCBroker
State Registrations1 state
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