Sandra Myburgh is a registered investment advisor at Fern Impact Advisors, LLC, based in Duluth, GA, with 8 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 5 clients with $1.4M 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 $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.10% |
| $25.0M - $50.0M | 0.90% |
| $50.0M - $100.0M | 0.85% |
| $100M+ | 0.85% |
Fees may be negotiable at the Advisor's discretion for accounts over $100,000,000.
Fee Estimator
Location
3675 Crestwood Parkway, Suite 400, Duluth, GA, 30096
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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
Sandra is the founder and CEO of FERN Impact Partners, LLC, and is involved with FERN Impact Fund, LP as well as FERN Impact Partners GP. She dedicates full-time hours to these firm-wide activities.
Employment History
Current Registrations
Fern Impact Advisors, LLC
State Registrations2 states
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