Asta Sanders is a CFP-designated registered investment advisor at Empowered Retirement, INC., based in Roseland, NJ, with 23 years of industry experience. Asta operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 117 clients with $79M 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 | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.35% |
Client account values may be grouped with other accounts values from the same client household to lower that client household’s combined annual advisory fee. Total fees will not exceed 3% of assets under management per year.
Fee Estimator
Contact
Asta Sanders
Location
101 Eisenhower Pkwy Suite 300, Roseland, NJ, 07068
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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.
Learn about disclosures →Other Business Activities
Asta is the owner of Empowered Retirement Inc, a registered investment advisor, dedicating nearly full-time hours. She also owns AJS Legacy Holdings LLC, a real estate business, and works as a contract planner for Origin Financial, spending about 10-20% of her time and about a quarter of her time respectively on these activities.
Employment History
Current Registrations
Empowered Retirement, INC.
Previous Registrations
Origin Investment Advisory LLC
Empowered Retirement, INC.
Primevest Financial Services, INC.
Ryan Beck & CO.
Dreyfus Service Corporation
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations3 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.
Exams
Additional Information
I have been in the business for over twenty years, but it was never my goal to win the popularity contest between advisors. I believe that my time is spent the best on helping my clients with whatever challenges they face. Maybe your yearly tax review will uncover that you should use a much different strategy to transfer some assets to your children, maybe your investments were placed in the wrong accounts, or perhaps you need to figure out the most beneficial way to start taking social security or it is time to navigate Medicare options. Should you do a Roth conversion this year, if so, how much? Should you move your assets to the trust? Have you looked at your healthcare proxy lately? Do you even have one? My job is to answer these and many more questions that my clients face every day.