Sandor Valner is a registered investment advisor at March Capital CORP., based in Skokie, IL, with 9 years of industry experience. Sandor is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are generally negotiable and memorialized in the client's advisory agreement.
Fee Estimator
Location
Skokie, IL
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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 Activities
Sandor is involved in numerous business activities, primarily serving on the board of directors or investment committees for various companies and funds, including real estate and banking ventures. He also dedicates nearly full-time hours as a managing partner for Proptech Bankers, focusing on investment banking.
Employment History
Current Registrations
March Capital CORP.
March Capital CORP.
March Capital CORP.Broker
Previous Registrations
Rcx Capital Group, LLCBroker
Cs First Boston CorporationBroker
State Registrations5 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.
Exams
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