Kevin Sanderford
Kevin Sanderford is a registered investment advisor at Cimarron Wealth Management, INC., based in Montrose, CO, with 37 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 572 clients with $330M 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 $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $25.0M | 0.80% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.70% |
Fees are negotiable for accounts over $50,000,000.
Fee Estimator
Location
1701 Niagara Rd, Montrose, CO, 81401
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2004Other Business Activities
Kevin is involved in several real estate rental businesses, spending minimal time on each. He also dedicates full-time hours to Cimarron Wealth Management, Inc., where he provides investment advisory services as an Investment Advisor Representative.
Employment History
Current Registrations
Cimarron Wealth Management, INC.
LPL Financial LLCBroker
Previous Registrations
Strategic Wealth Advisors Group
Strategic Wealth Advisors Group
LPL Financial LLC
Multi-Financial Securities Corporation
Multi-Financial Securities CorporationBroker
Linsco/private Ledger CORP.Broker
Mimlic Sales CorporationBroker
Edward D. Jones & CO., L.P.Broker
State Registrations21 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.