Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.85% |
| $250K - $500K | 1.65% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.35% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 0.75% |
Investment Advisor Financial Advisors may negotiate with client certain adjustments to our regular fee schedule.
Fee Estimator
Location
2405 Evergreen Park Drive SW Bldg A, Olympia, WA, 98502
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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
Sandra is the Executive Director of Wealth Management at Capstone Investment Group and a Managing Member of One5 Path LLC, both investment-related activities that consume a significant amount of her time. She also manages a short-term rental property through 17SEVEN, LLC, which requires minimal time.
Employment History
Current Registrations
M. S. Howells & CO.
M. S. Howells & CO.Broker
Capstone Investment Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Private Client Services, LLCBroker
Pacific West Financial Consultants INC
Cetera Advisors LLCBroker
Cetera Advisors LLC
Pacific West Financial Consultants INC
Pacific West Securities, INC.Broker
First Montauk Securities CORP.Broker
First Montauk Securities CORP.
Duerr Financial Corporation
Duerr Financial CorporationBroker
Primevest Financial Services, INC.Broker
Aegon USA Securities INC.Broker
State Registrations8 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.