Firm Information

Compensation
N/A
Number of Advisors
2 advisors
Number of Clients
25 clients
Average Client Portfolio
Not specified

Fee Structure

Financial Planning:Investment management only

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.

Areas of Practice
Investment Management
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Advisor Information

Office location

Scottsdale, AZ

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sabrient Systems, LLC
February 2025 - Present · 11 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Daniel Dean Vickers - Financial Advisor | AdvisorDiscover