Blake Millard is a CFA-designated registered investment advisor at Sandbox Financial Partners, LLC, based in Annapolis, MD, with 9 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 526 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sandbox Financial charges a percentage of your portfolio annually, ranging from 0.50% to 1.50%. The fee is based on the value of your portfolio at the end of the previous quarter and is paid in advance each quarter. Fees may be negotiable. If Sandbox Financial recommends an independent manager, the total fee will not exceed 2.00% annually.
Location
Annapolis, MD
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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
Sandbox Financial Partners, LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.Broker
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.