Kaan Sapanatan is a CFA-designated registered investment advisor at Ginsler Wealth Management INC., based in Toronto, Ontario. Kaan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 152 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Clients may pay the annual portfolio management fee or a performance fee, whichever is greater. The performance fee is 10% of the dollar growth in value of the client's account(s), net of all other fees and expenses. For private investment opportunities, the firm charges the Performance Fee based on the dollar growth in value of such investment, and does not collect the annual Portfolio Management Fee.
Fee Estimator
Location
225A Macpherson Avenue, Suite 200, Toronto, Ontario, M4V 1A1
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Ginsler Wealth Management INC.
State Registrations1 state
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