Jason Sandfort is a CFP-designated registered investment advisor at Angell Capital Management, LLC, based in St. Charles, MO, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 158 clients with $87M 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 | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.75% |
Fees negotiable for amounts over $1 million. Client fees may exceed 2% for any account with a balance of less than $125,000, when the minimum quarterly fee of $625 has been applied.
Fee Estimator
Location
3660 West Clay Street, St. Charles, MO, 63301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Angell Capital Management, LLC
Previous Registrations
Edward Jones
State Registrations3 states
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