Allison Sajkoski is a CFP-designated registered investment advisor at United Asset Strategies INC., based in Garden City, NY, with 3 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,673 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Asset Strategies does not maintain a standard, published fee schedule for individual investment management services. Instead, advisory fees are established on a discretionary basis for each client relationship and are typically charged quarterly in advance as a percentage of the total value of your portfolio. The firm also offers full brokerage services within certain employer-sponsored retirement plans for a fixed annual fee of 0.25% of plan assets.
Location
377 Oak Street, Suite 403, Garden City, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
United Asset Strategies INC.
State Registrations1 state
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Exams
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