Sabrient is compensated for consulting and data licensing services based on negotiated fees. UIT model portfolios range from 0.30% to 0.40% on assets invested in the model per quarter for Baker's Dozen Series, Small Cap Growth Series, and Dividend Series, and per annum for Forward Looking Value Series. ETF license ranges from 0.04% to 0.10% on average daily assets (EQR data licensing) per quarter. Model portfolio license to a sub-licensor of securities indices has a 50/50 revenue split. Internet Services are offered on a subscription basis, with fees ranging from $20.00 to $30.00 monthly or $200.00 to $300.00 annually.
Scottsdale, AZ
Get directionsNo 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 →