Carri Sanford
Carri Sanford is a registered investment advisor at Luken Investment Analytics, LLC, based in Nashville, TN, with 27 years of industry experience. Carri operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 234 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Luken Wealth Management offers a discretionary wrap program where fees are billed monthly in advance. The annual advisory fee is negotiable, but most often ranges from 0.30% to 1.60%. For 401(k) accounts managed via the Pontera platform, the annual fee is negotiable but is most often 0.75%, billed quarterly. Bloomwell 529 account participants do not pay a fee.
Location
40 Burton Hills Blvd, Suite 350, Nashville, TN, 37215
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Carri is a real estate agent with Vision Realty Partners since 2001, dedicating a few hours per week. She also works as a Compliance Assistant for Wiley-Bros-Aintree Capital, LLC and in marketing/compliance for Luken Investment Analytics LLC, taking about a quarter of her time.
Employment History
Current Registrations
Luken Investment Analytics, LLC
&partners
&partnersBroker
Previous Registrations
UBS Financial Services INC.Broker
Wiley Bros.-Aintree Capital, LLCBroker
Luken Investment Group, INC.Broker
Quartermove Securities, INC.Broker
Wiley Bros.-Aintree Capital, LLCBroker
State Registrations9 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.