Sandra Mew-Mcroberts is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Kailua, HI, with 43 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
407 Uluniu Street, Suite 211, Kailua, HI, 96734
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Sandra operates McRoberts & Associates Consulting as a sole proprietorship, working as a tax preparer and consultant, dedicating nearly full-time hours. She also works as a tax and financial planning consultant under McRoberts & Associates, spending about half her time.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Mcroberts, F. William
Mcroberts, F. William
Keogler, Morgan & Company, INC.Broker
Financial Network Investment CorporationBroker
First Affiliated SecuritiesBroker
Pfg Securities, INC.Broker
American Pacific Securities CorporationBroker
Private Ledger Financial Services, IncorporatedBroker
State Registrations23 states
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