Sarkor Financial Advisors provides financial planning and investment management services. Sarkor Financial works with career executives, small business owners, and their families. Sarkor Financial offers comprehensive financial planning, limited engagement financial planning, and investment management services. Sarkor Financial may recommend third-party professionals, but clients are not obligated to use them.
Assets Under ManagementN/A
Clients9
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is charged separately
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Investment Management is available for clients utilizing Comprehensive Financial Planning services. The first $500,000 is included with Comprehensive Financial Planning. Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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