Robert Sand is a registered investment advisor at Vision Wealth Advisory, based in Orange, CT, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum investment advisory fee is 1.75%, but a lower fee may be negotiated.
Fee Estimator
Location
Orange, CT
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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 ActivitiesSells Insurance
Robert owns rental real estate through Soteria Holdings, LLC, and is a business owner of Effective Insights. He also sells non-variable insurance through Integrity Insurance, LLC and Robert Sand/Vision Wealth Advisory, works as a fitness coach for Synergy of Sport, LLC, and is an adjunct professor at Merrimack College.
Employment History
Current Registrations
Vision Wealth Advisory
Previous Registrations
Fortis Group Advisors LLC
LPL Financial LLCBroker
World Equity Group, INC.Broker
Triumph Wealth Advisors, INC.
Taylor Capital Management INC.Broker
Ssn Advisory, INC.
Securities Service Network, INC.Broker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Chase Investment Services CORP.
Chase Investment Services CORP.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.