Steven Sanders is a registered investment advisor at Measured Financial, based in Roseville, CA, with 18 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 257 clients with $68M 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 $100K | 1.40% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.05% |
| $500K - $800K | 0.95% |
| $800K+ | 0.75% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. The same fee schedule applies to variable annuity management.
Fee Estimator
Location
3017 Douglas Blvd,, Suite 300, Roseville, CA, 95661
Get directionsHistory
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 ActivitiesSells Insurance
Steven is an insurance agent providing insurance services since November 2020, dedicating about 10-20% of his time. He also owns/manages Grove Biomass, a wood waste recycling business, spending about 10-20% of his time initially and minimal time currently.
Employment History
Current Registrations
Measured Financial
Previous Registrations
Emerson Equity LLCBroker
Whitehall-Parker Securities, INC.Broker
Independent Financial Group, LLC
Independent Financial Group, LLCBroker
Wfg Investments, INC.Broker
Berthel, Fisher & Company Financial Services, INC.Broker
Girard Securities, INC.Broker
Pacific West Securities, INC.Broker
State Registrations3 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.