Sandra Magdaleno
Sandra Magdaleno is a CFP-designated registered investment advisor at Consolidated Portfolio Review CORP, based in Portland, OR, with 38 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 4,821 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Consolidated Portfolio Review (CPR) offers investment management through its Managed Account Program and VFG Tactical Model Portfolios. Fees are based on the amount of your portfolio and can be structured as a flat annual fee, flat percentage, threshold billing, or tiered billing. The specific fee structure will be outlined in your Investment Advisory Agreement.
Here are the maximum annual advisory fees CPR permits:
Threshold Billing *When your account balance meets the next threshold level, the fee reflected is charged on the entire account balance
- $0 - $249,999: 2.75%
- $250,000 - $499,999: 2.65%
- $500,000 - $999,999: 2.50%
- $1,000,000 & Up: 2.40%
Tiered Billing *Each tier is calculated independently and is not based on entire account balance
- $0 - $100,000: 2.50%
- $100,001 - $250,000: 2.25%
- $250,001 - $500,000: 2.00%
- $500,001 - $1,000,000: 1.75%
- $1,000,001 - $2,000,000: 1.50%
- $2,000,001 - $5,000,000: 1.25%
- $5,000,001 - $10,000,000: 1.00%
- $10,000,001 & Up: 0.75%
The minimum annual management fee is $90.00.
Location
5112 SE Powell Blvd, Portland, OR, 97206
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2006Other Business ActivitiesSells Insurance
Sandra is involved in several outside business activities, including serving as a board member for two non-profit organizations and owning/operating a product brokerage and internet marketing business. She also owns Legacy Solutions Wealth Management LLC and sells fixed insurance products, dedicating about 10-20% of her time to insurance sales.
Employment History
Current Registrations
Consolidated Portfolio Review CORP
Vanderbilt Securities, LLCBroker
Previous Registrations
Cascadia Advisory Services, LLC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
Edward JonesBroker
Princor Financial Services CorporationBroker
State Registrations7 states
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.