Allison Sajkoski is a CFP-designated registered investment advisor at United Asset Strategies INC., based in Garden City, NY, with 2 years of industry experience. Allison operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,598 clients with $1.8B in assets under management.
Compensation
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Fee Structure
UAS offers investment management services for equity, fixed-income, and balanced accounts. The fees are determined by a relationship manager in consultation with the client and are set forth in the investment management agreement. Fees may vary among clients. UAS also manages accounts on the Pontera platform and charges 0.25% per year of the account value, in addition to Pontera's 0.25% fee. For employer-sponsored retirement plans, UAS applies a tiered fee schedule with a maximum fee of up to 1% per year on the plan assets. There may also be a minimum fee applied to a plan or to participant accounts within a plan.
Location
377 Oak Street, Suite 403, Garden City, NY, 11530
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
United Asset Strategies INC.
State Registrations1 state
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