Angela Sanders is a registered investment advisor at United Capital Financial Advisors, based in The Woodlands, TX, with 22 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 22,832 clients with $17B 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Fees are negotiable. United Capital can charge a tiered rate or a flat dollar fee instead of a flat percentage fee for the annual fee.
Fee Estimator
Location
1450 Lake Robbins Dr, Ste 400, The Woodlands, TX, 77380
Get directionsHistory
Regulatory History (3)
Criminal
January 1996Criminal
November 1995Criminal
April 1993Other 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
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Sagepoint Financial, INC.
United Capital Financial Advisers
Cetera Advisor Networks LLCBroker
Girard Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.