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Jasper Saberi

1 Year of Experience
Pittsburgh, PA

Jasper Saberi is a registered investment advisor at Saberi Investments, LLC, based in Pittsburgh, PA, with 1 years of industry experience. Jasper operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$964K

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.90%
$4.0M - $6.0M0.80%
$6.0M - $8.0M0.70%
$8.0M - $10.0M0.60%
$10M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Pittsburgh, PA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jasper works full-time as a primary examiner for the US Government's Patent and Trademark Office since 2012. He also works as a property manager for an investment property, dedicating minimal time to this activity.

Employment History
Current Registrations
Saberi Investments, LLC
January 2025 - Present · 1 yr 4 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
Jasper Saberi - Financial Advisor | TrueAdvisor