# Sarsi Sarsi is a Bank / Wealth / Trust based in West New York, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** West New York, United States - **Region:** North America - **Address:** West New York, NJ, United States - **Founded:** 2010 - **Assets under management:** Undisclosed - **Website:** www.sarsillc.com - **LinkedIn:** https://www.linkedin.com/company/sarsi-llc ## Regulatory record - **CRD number:** 168399 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168399 ## About Sarsi launched in 2010 with a clear, narrow charter: serve busy professionals, business owners diversifying concentrated equity, and retirees who need a single point of coordination across investment management, tax planning, estate strategy, and non-cash compensation analysis. The firm was built from the start as a fiduciary — paid only by clients, never by product providers — and that structure remains the centerpiece of its identity. Portfolios are custom-built for each client and executed through a well-defined process that blends proprietary research with external manager diligence. Sarsi draws on direct meetings with traditional and alternative investment managers, supplemented by research reports and periodicals, to assemble allocations. Asset classes span public equities, fixed income, and alternatives, though the firm does not disclose specific portfolio companies or named holdings. Charles Schwab serves as custodian, holding client assets in accounts that clients themselves control while Sarsi retains trading authorization. The firm’s geographic reach is intentionally lean — headquartered in West New York, New Jersey, with a footprint concentrated in the New York metro area — but it serves clients nationally through a virtual operating model. Sarsi’s scale is deliberately boutique. It imposes a $5,000 minimum annual fee per client and charges asset-based fees that scale down from 1% depending on household size; fixed-fee comprehensive plans are priced by complexity. The firm has not disclosed a named investment committee, a partnership roster, or adjacent vehicles such as philanthropic foundations. Where Sarsi structurally differs from most RIAs is its single-point-of-contact model. Every client relationship runs through one advisor, with the firm arguing this architecture limits breach-of-confidence risk and sharpens accountability. There is a trade-off: the model constrains scale and makes continuity vulnerable to key-person risk. For a high-touch practice built on complexity navigation, it is a deliberate wager that depth of relationship matters more than institutional redundancy. ## Sectors - Financial Planning - Investment Management ## Questions ### How does Sarsi’s fee structure work? Sarsi is compensated exclusively by its clients — it takes no commissions, trailing fees, or product revenue. For ongoing advisory relationships, the firm charges asset-based fees that start at 1% and decline depending on asset levels, with a $5,000 annual minimum per client. Standalone comprehensive financial plans are priced on a fixed-fee basis tied to complexity. Asset-based clients receive financial planning as part of the bundled fee. ### Who makes investment decisions at Sarsi? The firm does not publicly name an investment committee, a chief investment officer, or individual portfolio managers on its website. Sarsi states that it conducts proprietary research and meets with traditional and alternative investment managers, but the ultimate decision-making structure — whether a single advisor, a principal, or a committee — is not disclosed. ### Does Sarsi custody client assets itself? No. Client assets are held at Charles Schwab in accounts registered in each client’s name and controlled by the client. Sarsi receives trading authorization and directs portfolio activity, but Schwab executes, settles trades, and provides monthly custody statements directly to the client. ### What type of clients does Sarsi typically serve? Sarsi’s stated client base is professionals with complex compensation structures (equity, deferred comp, carried interest), business owners diversifying out of operating-company equity, and retirees seeking reliable income planning. The firm serves clients nationwide from its West New York, New Jersey base and operates virtually for those outside the NY/NJ metro area. ## Related profiles - [Sarona Ventures](https://altss.com/profile/sarona-ventures) - [Sarsia](https://altss.com/profile/sarsia-management) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/sarsi Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology