Sandra Turner is a registered investment advisor at Watts Capital Partners LLC, based in New York, NY, with 15 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, Charitable Giving, Divorce Planning, Estate Planning, and 4 more. Their firm serves 67 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. Assets where the firm provides advice without direct management are charged at 0.50% per year. Tactical trading strategies carry an incremental fee of 1.50% per year.
Fee Estimator
Location
New York, NY
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Watts Capital Partners LLC
Previous Registrations
Watts Capital Partners LLC
Watts Capital Partners LLC
Atlantis Asset Management, LLC
Global Arena Investment Management, LLC
National Asset Management, INC.
Melhado, Flynn & Associates, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Thomas Watts, CFAWatts Capital Partners LLC
- Joshua Bronstein, CFANeuberger Berman Bd LLC
- Daniel Silver, CFACibc Private Wealth Advisors, INC.
- Peter May, CFPHfh Planning INC.
- Joshua Rubin, CFPNerdwallet Wealth Partners, LLC
- Karen Felmly, CFPMorgan Stanley