Sasha Antman is a registered investment advisor at Eckman Wealth Management, LLC, based in Phoenix, AZ, with 6 years of industry experience. Sasha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 281 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.35% |
| $1M+ | 1.15% |
Fees are negotiable in some limited circumstances. The firm may aggregate asset amounts in accounts from the same household to determine the advisory fee.
Fee Estimator
Location
Phoenix, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Sasha works with CSA San Diego County as a housing tester and is also a FINRA arbitrator. Both activities require minimal time commitment.
Employment History
Current Registrations
Eckman Wealth Management, LLC
Previous Registrations
Thrive Portfolios
Simplyrich
State Registrations1 state
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.