TrueAdvisor
TrueAdvisor
SM
CFP
SM
CFP

Sandra Magdaleno

Consolidated Portfolio Review CORP
39 Years of Experience
Portland, OR
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Sandra Magdaleno is a CFP-designated registered investment advisor at Consolidated Portfolio Review CORP, based in Portland, OR, with 39 years of industry experience. Sandra is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,228 clients with $1.6B in assets under management.

Consolidated Portfolio Review CORP
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
66 advisors
Number of Clients
6,228 clients
Average Client Portfolio
$256K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.50%
$100K - $250K2.25%
$250K - $500K2.00%
$500K - $1.0M1.75%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.25%
$5.0M - $10.0M1.00%
$10M+0.75%

Shows the tiered billing schedule maximum annual advisory fees. The firm also offers threshold billing, flat percentages, and flat annual fees. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5112 SE Powell Blvd, Portland, OR, 97206

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
January 2022 - Present · 4 yrs 9 mos
Vanderbilt Securities, LLCBroker
January 2022 - Present · 4 yrs 9 mos
Previous Registrations
Cascadia Advisory Services, LLC
September 2019 - January 2022 · 2 yrs 4 mos
Cetera Advisors LLCBroker
February 2012 - January 2022 · 9 yrs 11 mos
Cetera Advisors LLC
February 2012 - February 2020 · 8 yrs
Pacific West Financial Consultants INC
June 2006 - February 2012 · 5 yrs 8 mos
Pacific West Securities, INC.Broker
May 2006 - February 2012 · 5 yrs 9 mos
Edward JonesBroker
April 2001 - May 2006 · 5 yrs 1 mo
Princor Financial Services CorporationBroker
March 1987 - April 2001 · 14 yrs 1 mo
State Registrations7 states
AKCAIAIDNMORWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
More Advisors
More financial advisors in Portland, OR →All financial advisors in Oregon →