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Sandra Widmer

15 Years of Experience
Tucson, AZ

Sandra Widmer is a registered investment advisor at Gr Financial Group, LLC, based in Tucson, AZ, with 15 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 1,563 clients with $980M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,563 clients
Average Client Portfolio
$628K average
Assets Under Management
$981.5M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4556 E Camp Lowell, Tucson, AZ, 85712

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Gr Financial Group, LLC
February 2015 - Present · 11 yrs 3 mos
Previous Registrations
Bgr Financial Group, LLC
April 2010 - May 2015 · 5 yrs 1 mo
State Registrations1 state
AZ
Advisor

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Exams
No exam information available for this advisor.