Robert Sandrew is a registered investment advisor at Mariner Wealth, based in San Diego, CA, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
San Diego, CA
Get directionsHistory
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
Robert operates his LPL business through Integrated Financial Partners and provides investment advisory services through Integrated Wealth Concepts, LLC. These activities take up Robert's full-time commitment.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Integrated Wealth Concepts LLC
LPL Financial LLCBroker
LPL Financial LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Bear, Stearns Securities CORP.Broker
Boston Institutional Services IncorporatedBroker
Federated Securities CORP.Broker
Putnam Mutual Funds CORP.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.