SZ
CFA
SZ
CFA
Sargon Zia
13 Years of Experience
Peoria, AZ
1 Disclosure
Sargon Zia is a CFA-designated registered investment advisor at Coherent Financial Advisers, LLC, based in Peoria, AZ, with 13 years of industry experience. Sargon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 61 clients with $41M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
61 clients
Average Client Portfolio
$677K average
Assets Under Management
$41.3M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Peoria, AZ
Get directionsHistory
Regulatory History (1)
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Criminal
December 2022Final Disposition
Employment History
Current Registrations
Coherent Financial Advisers, LLC
January 2016 - Present · 10 yrs 3 mos
Previous Registrations
Wealth Management International, LTD.
May 2012 - February 2016 · 3 yrs 9 mos
State Registrations1 state
AZ
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.