Sandra Mantione is a CFP-designated registered investment advisor at Capital Designs, based in Rochester, NY, with 4 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Capital Designs charges an hourly fee or a flat fee for financial planning services, based on the time spent by the financial planner. The flat fee is billed quarterly in advance. Financial planning agreements can be cancelled at any time, and the client will be billed only for the time spent on their financial planning services.
Location
160 Linden Oaks, Rochester, NY, 14625
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Capital Designs
State Registrations1 state
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