Sarah Hannibal is a CFA-designated registered investment advisor at Wealthspire Advisors, based in Beachwood, OH, with 20 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.
Fee Estimator
Location
3201 Enterprise Pkwy Suite 100, Beachwood, OH, 44122
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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
Sarah is a managing partner at Mendoza Partners, LLC, a wine producer, since 2007. She spends a few hours per week on activities such as maintaining the website, processing wine orders, and handling regulatory matters, with minimal time spent during trading hours.
Employment History
Current Registrations
Wealthspire Advisors
Previous Registrations
Walden Wealth Partners LLC
Gem Asset Management, LLC
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.
Exams
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