Eric Sands
Eric Sands is a registered investment advisor at St. Bernard Financial Services, INC., based in Ft. Lauderdale, FL, with 25 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 841 clients with $130M 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 $50K | 2.00% |
| $50K - $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5 million.
Fee Estimator
Location
6756 No. Andrews Ave, Suite 200, Ft. Lauderdale, FL, 33309
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
May 2023Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Eric is a board member for Awesome Construction and CEO of Eric Sands Consulting Services, dedicating a few hours per week to each. He also operates Sands Financial Services, providing investment advisory services and insurance, which takes nearly full-time.
Employment History
Current Registrations
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.
St. Bernard Financial Services, INC.Broker
Previous Registrations
Impact Partnership Wealth, LLC
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Next Financial Group, INC.
Next Financial Group, INC.Broker
H. Beck, INC.
H. Beck, INC.Broker
Investacorp Advisory Services INC
Investacorp, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Investors Capital Advisory
Eastern Point Advisors INC.
Investors Capital CORP.Broker
Morgan Stanley Dw 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.