Sandra Risgaard
Sandra Risgaard is a CFP-designated registered investment advisor at Provise Management Group, LLC, based in Clearwater, FL, with 19 years of industry experience. Their practice areas include Business Owners, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 1,183 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ProVise Management Group's annual investment advisory fee is based on a percentage of the value of your investments, generally ranging from 0.20% to 1.50%. The exact fee is negotiable and depends on factors like the size and complexity of your account. There is a minimum quarterly fee of $750. The fee is calculated and charged quarterly, in advance, based on the value of your investments at the end of the previous quarter.
Location
611 Druid Rd E. Ste 105, Clearwater, FL, 33756
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Regulatory History (1)
Regulatory
June 2021Other Business Activities
Sandra is a finance committee member for St. Elizabeth Hospital, a non-profit organization, where she reviews investments, spending policy, grants, and financials. She spends minimal time on this activity and receives no compensation.
Employment History
Current Registrations
Provise Management Group, LLC
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
Cliftonlarsonallen Wealth Advisors, LLCBroker
Schenck Investment Solutions LLC
Franklin/templeton Distributors, INC.Broker
Baker Tilly Investment Advisors
Baker Tilly Capital, LLCBroker
Banc One Securities CorporationBroker
Nationwide Investment Services CorporationBroker
Fundselect Advisers, INC.Broker
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.