Sandra Tackett is a registered investment advisor at Paradiem, LLC, based in Covington, LA, with 17 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 140 clients with $480M 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 $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees may be negotiable at the sole discretion of Paradiem. Fixed annual fee arrangements are also available on a case-by-case basis.
Fee Estimator
Location
510 N Jefferson Ave, Covington, LA, 70433-2640
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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 a notary public, dedicating minimal time to this activity. She also owns and operates Sandy Tackett Travel as a home-based travel agent, spending about a third of her time researching and booking travel for clients.
Employment History
Current Registrations
Paradiem, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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.
Exams
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