Sattar Investment Advisory And Management, LLC

CRD#135586
Investment Advisor Firm

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Overview

Sattar Investment Advisory And Management, LLC is a financial advisory company that has its headquarters in Los Angeles, California. It controls $1.9 million in assets over one account. It has a small team of one employee who is a financial advisor. Sattar Investment Advisory And Management, LLC does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer company to do so. Securities are tradable fiscal assets like equities, options and bonds.

Sattar Investment Advisory And Management, LLC administers all of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell choices for the client's account are made by an investment advisor without needing client approval. The company's average account size is $1.9 million. The average financial advisor at Sattar Investment Advisory And Management, LLC administers around one client account, placing it among the most personalized firms in the country.

The company's central office is located at 515 S. Figueroa St., # 1600, Los Angeles, California 90071. The company is registered to provide services to customers throughout a few states, including California and Georgia.

Assets Under Management

$1.9 million

Number of Advisors

1

Disclosures

No

Office Location

515 S. Figueroa St., # 1600
Los Angeles, CA 90071

Sattar Investment Advisory And Management, LLC by the Numbers

Total Assets Under Management

$1.9 million

National Average: $3.7 billion
Total Number of Employees

1

National Average: 29
Total Number of Accounts

1

National Average: 2,073
Average Account Size

$1.9 million

National Average: $1.8 million

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Fee Structure

Fees charged by financial advisors are based on which services the firm provides the client. Fee types charged by Sattar Investment Advisory And Management, LLC typically consist of the following fee types: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.

Available

  • Offered by 74% of firms

    Percentage of Assets

    Show Explanation

    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

Unavailable

  • Find one of the 35% of firms that offer this fee type

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Find one of the 2% of firms that offer this fee type

    Commissions

    Show Explanation

    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 17% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 1% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

  • Find one of the 40% of firms that offer this fee type

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Find one of the 12% of firms that offer this fee type

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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Types of Clients

It provides services to high net worth investors. Sattar Investment Advisory And Management, LLC's largest client type by number of accounts is high net worth investors, although it also serves one high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers reside abroad.

  • High-Net-Worth Individuals* - 100%
  • Other Individuals - 0%
  • Corporations - 0%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Sattar Investment Advisory And Management, LLC does not have any disclosures.

Please visit its Form ADV for more details.

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Financial Advisors at Sattar Investment Advisory And Management, LLC

Zakaria Sattar
Los Angeles, CA

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This content was compiled from the SEC and FINRA