Jason Sandos is a registered investment advisor at Sandos Financial, based in South Jordan, UT, with 25 years of industry experience. Jason 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
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 ActivitiesSells Insurance
Jason is the President, CEO, and an independent insurance agent for Sandos Life Inc, selling fixed life insurance and annuities, dedicating about a quarter of his time. He is also a referring agent for Estate Guru & LSPN Pro, LLC, an online estate planning service, dedicating minimal time.
Employment History
Current Registrations
Sandos Financial
Previous Registrations
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Ing Financial Partners, INC.Broker
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.