Sansone CPA & Financial is a registered investment advisor located in Crystal Lake, Illinois, founded in December 2022 and owned by Anton Prokopenko. The firm offers personalized investment management, retirement plan consulting, and comprehensive financial planning services. Investment management services are provided on a discretionary basis utilizing wrap fee programs and third-party model portfolios from platforms like Altruist and Charles Schwab. Financial planning services cover areas such as business consulting, cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance review, retirement planning, risk management, and tax planning strategies. Additionally, the firm is affiliated with an accounting and tax practice, Sansone & Associates, P.C.
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.