Sandra Piza is a registered investment advisor at Von Borstel & Associates, based in The Dalles, OR, with 16 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 496 clients with $580M 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 | 1.15% |
| $500K - $1.0M | 0.97% |
| $1.0M - $4.0M | 0.83% |
| $4.0M - $7.0M | 0.35% |
| $7M+ | 0.28% |
Fees may be negotiable for clients utilizing special programs.
Fee Estimator
Location
308 E 3rd Street, The Dalles, OR, 97058
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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 →Employment History
Current Registrations
Von Borstel & Associates
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
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