Sandra Bolton is a registered investment advisor at Indivisible Partners, based in Clearwater, FL, with 26 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 460 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Indivisible Partners' fees for managing your investments are calculated as a percentage of the total market value of your portfolio. The exact fee is negotiated with your financial advisor and can vary depending on the complexity of your portfolio, the amount you invest, and other factors. The maximum advisory fee is 1.50%. Fees are billed monthly, based on the value of your account at the end of the previous month. The advisory fee includes certain administrative and transaction fees, but does not include fees charged by third-party investment managers.
Location
114 Turner Street, Clearwater, FL, 33756
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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.
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Current Registrations
Indivisible Partners
Previous Registrations
Ameriprise Financial Services, LLC
American Enterprise Investment Services INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Fs Investment Solutions, LLCBroker
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Pershing LLCBroker
TD Ameritrade, INC.
Amerivest Investment Management, LLC
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Morgan Stanley Dw INC.Broker
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Rochdale Securities CorporationBroker
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State Registrations2 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.