AS
Alan Matthew Sabo
26 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
172 advisors
Number of Clients
2,942 clients
Average Client Portfolio
$271K average
Assets Under Management
$798.1M
Fee Structure
Financial Plan Fee:$100 - $15,000
Hourly Rate:$150 - $400/hr
Financial planning fees range from $150 to $400 per hour or are fixed, ranging from $100 to $15,000. The exact fee depends on the IAR, scope, and complexity. Asset management services are also offered, with fees varying by IAR and platform. Lower fees for comparable services may be available elsewhere.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningEstate PlanningInsurance PlanningReal Estate Investing
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Advisor Information
Office location
4411 Suwanee Dam Road, Suite 555, Suwanee, GA, 30024-8708
Get directionsRegulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2012Customer Dispute
May 2011Closed-No Action
Other Business ActivitiesSells Insurance
Alan sells life insurance through Level Creek Wealth Management and works as an Uber driver. Selling life insurance takes about a quarter of Alan's time, while driving for Uber takes about 10-20% of his time.
Employment History
Current Registrations
Berthel Fisher & Company Financial Services, INC.
January 2013 - Present · 13 yrs
Berthel, Fisher & Company Financial Services, INC. Broker
January 2013 - Present · 13 yrs
Previous Registrations
Esi Financial Advisors
March 2003 - January 2013 · 9 yrs 10 mos
Equity Services, INC. Broker
August 1999 - January 2013 · 13 yrs 5 mos
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.