Michelle Sandt-Wade
Michelle Sandt-Wade is a CFP-designated registered investment advisor at Mercer Global Advisors INC., based in Greenwood Village, CO, with 23 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 36,172 clients with $84B 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 $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule reflects the Custom Wealth and Ascend Group standard tiers. Other service levels such as Wealth Path and Guided Investing have different fee schedules and minimums.
Fee Estimator
Location
5613 DTC Pkwy, Suite 650, Greenwood Village, CO, 80111
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 1995Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Transitions Wealth Management, LLC
H. Beck, INC.
H. Beck, INC.Broker
Berkshire Equity Sales, INC.Broker
Chatfield Dean & CO., 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.
Exams
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