MS
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Michael Sander

17 Years of Experience
Seattle, WA

Michael Sander is a registered investment advisor at Sander Capital Advisors, INC., based in Seattle, WA, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 15 clients with $210M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
15 clients
Average Client Portfolio
$14.0M average
Assets Under Management
$210.0M

Fee Structure

Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.50%
$2.0M - $5.0M1.00%
$5M+0.80%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4105 E. Madison St., Suite 300, Seattle, WA, 98112

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Sander Capital Advisors, INC.
November 2018 - Present · 7 yrs 6 mos
Previous Registrations
J.P. Morgan Securities LLC
August 2015 - October 2018 · 3 yrs 2 mos
J.P. Morgan Securities LLCBroker
August 2015 - October 2018 · 3 yrs 2 mos
Sander Capital Advisors, INC.
March 2015 - September 2015 · 6 mos
Cuso Financial Services, L.P.Broker
May 2014 - October 2014 · 5 mos
Cuso Financial Services, L.P.
May 2014 - October 2014 · 5 mos
AXA Advisors, LLCBroker
February 2014 - May 2014 · 3 mos
Sander Capital Advisors, INC.
March 2008 - January 2014 · 5 yrs 10 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.