Sandy Capobianco is a registered investment advisor at Savior Wealth, based in Wellesley, MA, with 23 years of industry experience. Sandy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management. Their firm serves 248 clients with $110M 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 $5.0M | 2.50% |
| $5.0M - $10.0M | 2.00% |
| $10M+ | 1.50% |
Advisory fees are negotiable and Savior Wealth may determine to waive or reduce its fee for any reason.
Fee Estimator
Location
40 Washington Street, Suite 210, Wellesley, MA, 02481
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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 ActivitiesSells Insurance
Sandy is an independent insurance agent since 2014, but spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Savior Wealth
Previous Registrations
Morgan StanleyBroker
UBS Financial Services INC.Broker
Morgan Stanley Dw INC.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.