Srdana Pokrajac is a CFA-designated registered investment advisor at Planbound, LLC, based in New York, NY, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
157 East 86th Street, 5th Floor, MB #518, New York, NY, 10028
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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 Activities
Srdana works as a fee-only financial advisor for Spartan Planning Group, serving families, individuals, and organizations. She dedicates nearly full-time hours to this role during trading hours.
Employment History
Current Registrations
Planbound, LLC
State Registrations1 state
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