Sst Benefits Consulting

CRD#288129
Investment Advisor Firm

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Learn more about Sst Benefits Consulting

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Sst Benefits Consulting is located at 120 Vantis, Aliso Viejo, CA. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Sst Benefits Consulting is not a registered broker-dealer.

    Sst Benefits Consulting oversees $1.9 billion in assets under management across 7 accounts, all of which are non-discretionary. The services offered include pension consulting services. The firm caters to state or municipal government entities, with this type being the largest client type by accounts. The fee structure at Sst Benefits Consulting includes hourly and fixed fees. The firm maintains affiliations with a broker-dealer or securities dealer, banking or thrift institution, insurance company or agency, pension consultant, and commodity pool advisor.

    Sst Benefits Consulting is registered in the state of California.

    Assets Under Management

    $1.9 billion

    Number of Advisors

    3

    Disclosures

    No

    Office Location

    120 Vantis
    Aliso Viejo, CA 92656

    Sst Benefits Consulting by the Numbers

    Total Assets Under Management

    $1.9 billion

    National Average: $8.6 billion
    Total Number of Employees

    3

    National Average: 64
    Total Number of Accounts

    7

    National Average: 375,227
    Average Account Size

    $274.1 million

    National Average: $23.0 thousand
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    Fee Structure

    Financial advisory fees usually are based on the type of financial services offered. Fees charged by Sst Benefits Consulting can consist of some combination of the following fee structures: hourly or fixed.

    Available

    • Offered by 21% of firms

      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.

    • Offered by 32% of firms

      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.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      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.

    • Find one of the 1% 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 26% 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 0% 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 10% 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.

    Back to Overview

    Types of Clients

    The company provides services to state or municipal government entities. Sst Benefits Consulting's biggest client type by number of accounts is state or municipal government entities.

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

    Sst Benefits Consulting does not have any disclosures.

    Please visit its Form ADV for more details.

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    Back to Overview

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