Sandria Calio
Sandria Calio is a CFP, PFS-designated registered investment advisor at Providence Financial Services, LLC, based in Rocky River, OH, with 8 years of industry experience. Sandria operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 19 clients with $13M 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 $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $4.0M | 0.40% |
| $4M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Location
1154 Linda Street, Rocky River, OH, 44116
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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 →Other Business ActivitiesSells Insurance
Sandria is the owner of Providence Financial Services, LLC, where she provides income tax planning and preparation, as well as long-term care and health insurance. This investment-related activity takes about half of Sandria's time.
Employment History
Current Registrations
Providence Financial Services, LLC
Previous Registrations
Providence Wealth Partners LLC
State Registrations2 states
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