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Angela Sanders

United Capital Financial Advisors
23 Years of Experience
The Woodlands, TX
3 Disclosures
View SEC Summary
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Angela Sanders is a registered investment advisor at United Capital Financial Advisors, based in The Woodlands, TX, with 23 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Charitable Giving, Education Planning, and 7 more. Their firm serves 25,510 clients with $25B in assets under management.

United Capital Financial Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
164 advisors
Number of Clients
25,510 clients
Average Client Portfolio
$966K average
Assets Under Management
$24.6B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $2.0M1.25%
$2.0M - $5.0M1.15%
$5.0M - $10.0M1.00%
$10M+0.85%

Fees are negotiable and may vary based on portfolio size, services, and custodian. Minimums and fee schedules can be modified at United Capital Financial Advisors' discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1450 Lake Robbins Dr, Ste 400, The Woodlands, TX, 77380

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
January 1996
Final Disposition
Criminal
November 1995
Final Disposition
Criminal
April 1993
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Angela is a co-owner and bookkeeper for Sanders Electrical Services, spending minimal time on this. She also owns a single-family home rental property, dedicating minimal time to it as well.

Employment History
Current Registrations
United Capital Financial Advisors
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Osaic Wealth, INC.
September 2023 - June 2024 · 9 mos
Osaic Wealth, INC.Broker
September 2023 - June 2024 · 9 mos
Sagepoint Financial, INC.Broker
May 2020 - September 2023 · 3 yrs 4 mos
Sagepoint Financial, INC.
May 2020 - September 2023 · 3 yrs 4 mos
United Capital Financial Advisers
July 2018 - July 2019 · 1 yr
Cetera Advisor Networks LLCBroker
November 2017 - August 2019 · 1 yr 9 mos
Girard Securities, INC.Broker
December 2014 - November 2017 · 2 yrs 11 mos
Ameriprise Financial Services, INC.
December 2013 - December 2014 · 1 yr
Ameriprise Financial Services, INC.Broker
November 2002 - December 2014 · 12 yrs 1 mo
Ids Life Insurance CompanyBroker
November 2002 - July 2006 · 3 yrs 8 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
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