Sandie Turley is a registered investment advisor at Western Financial Corporation, based in Mesa, AZ, with 27 years of industry experience. Sandie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 169 clients with $310M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.30% |
Fees are negotiable at WFC's sole discretion. Some accounts are under different fee schedules honoring prior agreements and/or for CPM clients, aggregated by household to determine the maximum portfolio annual fee. WFC also manages some family/related and friends’ accounts at no charge.
Fee Estimator
Location
Mesa, AZ
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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
Western Financial Corporation
Previous Registrations
Western Financial CorporationBroker
Arque Capital, LTD.
Arque Capital, LTD.Broker
Nova Financial & Insurance Services
Mutual Securities, INC.Broker
Western Financial CorporationBroker
Caris & Company, INC.Broker
Empire Capital Group, LLCBroker
Cgs Financial INC.Broker
Heritage West Securities, INC.Broker
Donahue Securities, INC.Broker
Heritage West Securities, INC.Broker
Northern Trust Securities, INC.Broker
The Principal/eppler, Guerin & Turner, INC.Broker
Rauscher Pierce Refsnes, INC.Broker
American Capital Financial Services, INC.Broker
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.