Sandra Stickney is a CFP-designated registered investment advisor at Collaborative Wealth, based in Lake Mary, FL, with 23 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 893 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Collaborative Wealth Management's fee for managing your investments is a percentage of the value of your portfolio. The maximum fee is 2.50% per year, but the actual fee you pay will typically range from 0.25% to 2.50% and is negotiable. The fee depends on the amount of assets managed, family relationships, professionals servicing the accounts, and the range of services provided. Fees are deducted from your account monthly or quarterly.
Location
972 International Parkway, Lake Mary, FL, 32746
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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.
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Sandra is involved with Collaborative Wealth Management, including administrative support as a Registered Investment Advisor Hybrid, dedicating full-time hours to this. She also has a business entity, CSKK, LLC, for tax/investment purposes, taking about half of Sandra's time.
Employment History
Current Registrations
Collaborative Wealth
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations28 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.