Anton Prokopenko is a CFP-designated registered investment advisor at Sansone CPA & Financial, based in Crystal Lake, IL, with 2 years of industry experience. Anton 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 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.50% |
Fees are negotiable. Services are offered exclusively as part of a wrap fee program. Clients with $500,000 or more in assets under management receive financial planning at no additional cost.
Fee Estimator
Location
850 S Mchenry Ave, Ste D, Crystal Lake, IL, 60014
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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
Anton is the president of Sansone & Associates, P.C., providing accounting and tax services. This activity takes about a quarter of Anton's time.
Employment History
Current Registrations
Sansone CPA & Financial
Previous Registrations
Highpoint Planning Partners
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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