Our fees are based on your planning needs and our services are tailored to meet the financial advice you seek. It is important for you to have a clear understanding of how we are compensated for the work we do. We may be compensated in one or more of the following ways, but rest assured full disclosure and complete transparency will be strictly adhered to in connection with our financial agreement:

  • Commissions – these are paid to us from the product sponsor
  • Asset Management Fee – this is a percentage of assets managed
  • Fee of service - either a flat fee or hourly consultative fee
  • Combination of the three listed above

© 2023 Sattler Capital Management, LLC | 9320 Wilshire Blvd, Suite 210, Beverly Hills, CA 90212 | All rights reserved
P: 310-593-0904 | F: 424-238-7277 | tsattler@sattlercapmgmt.com |
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Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment adviser. Insurance services offered by Troy Sattler and tax services offered through Sattler & Associates, LLP are independent of Royal Alliance Associates, Inc. Sattler Capital Management, LLC is not affiliated with Royal Alliance or registered as a broker-dealer or investment advisor.

Representative(s) may not be registered to offer securities and advisory services in all states.