LS
LS
Lisa Sandhaus
15 Years of Experience
Greenwich, CT
1 DisclosureBroker
Lisa Sandhaus is a registered investment advisor at Charles Schwab & CO., INC., based in Greenwich, CT, with 15 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
19 East Elm Street, Greenwich, CT, 06830-6518
Get directionsHistory
Regulatory History (1)
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Financial
October 2018Final
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
January 2026 - Present · 4 mos
Charles Schwab & CO., INC.
January 2026 - Present · 4 mos
Previous Registrations
Strategic Advisers LLC
March 2025 - December 2025 · 9 mos
Fidelity Personal and Workplace Advisors
September 2022 - March 2025 · 2 yrs 6 mos
Fidelity Brokerage Services LLCBroker
August 2022 - December 2025 · 3 yrs 4 mos
Equitable Advisors, LLC
April 2019 - July 2022 · 3 yrs 3 mos
Equitable Advisors, LLCBroker
July 2017 - July 2022 · 5 yrs
Salomon Smith Barney INC.Broker
November 1993 - June 2000 · 6 yrs 7 mos
State Registrations11 states
CACTFLMAMENHNJNYPATXVT
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.