Lee Sanders
Lee Sanders is a ChFC-designated registered investment advisor at Cornerstone Advisors LLC, based in Conway, AR, with 17 years of industry experience. Lee 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, High Net Worth, and 4 more. Their firm serves 58 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
Conway, AR
Get directionsHistory
Regulatory History (3)
Judgment / Lien
February 2022Customer Dispute
November 2018Customer Dispute
November 2015Other Business ActivitiesSells Insurance
Lee is the 100% owner of Firethorn Financial Group, LLC, a DBA for insurance and investment-related business. Lee also works as a consultant and Chief Revenue and Strategy Officer for New Alternative Green Energy, Inc., a green energy company based in Texas.
Employment History
Current Registrations
Cornerstone Advisors LLC
Previous Registrations
Cornerstone Registered Investment Advisors
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Swbc Investment Services, LLCBroker
Swbc Investment Company
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.