Sardona Global Advisors creates personalized investment portfolios based on clients' goals and risk tolerance. They provide advice on various securities, including private placements and hedge funds. Sardona may use third-party investment advisors and may receive compensation from them. They also offer non-advisory services like private fund administration, reporting, and company management.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees range up to 2.5% and are negotiable depending on portfolio size, investment objectives, strategy employed, complexity of the relationship and whether the assets are actively managing assets or simply passive reporting of holdings. Sardona may also charge an incentive fee for eligible clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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