Antonio Desano

CFP

Third Sigma Investment Advisors LLC

14 Years of Experience

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Firm Information

Third Sigma Investment Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

4 advisors

Number of Clients

41 clients

Average Client Portfolio

$2.8M average

Assets Under Management

$116.2M

Fee Structure

Minimum Investment:$300K

Financial Planning:Investment management only

Advisory fees range from 0.10% to 0.55% depending on portfolio size and complexity. Fees for Pension and Profit-Sharing Plans range from 0.20% to 0.40%. Fees are negotiable. The minimum account size is typically $300,000, but this is also negotiable. Fees are typically due and payable monthly or quarterly, in advance, based upon the net asset value of the account.

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Areas of Practice

Investment ManagementRetirement PlanningHigh Net Worth

Advisor Information

Office location

7 W Square Lake Rd, Bloomfield, MI, 48302

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Regulatory History (1)

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.

Customer Dispute

March 2018

Denied

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Other Business Activities

Antonio is a financial professional at M1 Wealth Advisors, operating as a DBA for financial services since April 2024. This takes about a quarter of his time, including a significant portion during trading hours.