Michael Sandos
Michael Sandos is a registered investment advisor at Sandos Financial, based in South Jordan, UT, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 156 clients with $18M 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 $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Sandos Financial does offer discounts to select friends, employees and family.
Fee Estimator
Location
South Jordan, UT
Get directionsHistory
Regulatory History (2)
Financial
April 2017Employment Separation After Allegations
May 2004Other Business ActivitiesSells Insurance
Michael is an independent insurance agent selling fixed insurance products, dedicating a few hours per week. He also is involved with a martial arts association, product development, and is an author, dedicating minimal time to each.
Employment History
Current Registrations
Sandos Financial
Previous Registrations
Allegis Investment Services, LLCBroker
Allegis Investment Advisors, LLC
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
United Heritage Financial Services, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Wma Securities, INC.Broker
Intersecurities, 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.