Dar Sandler is a registered investment advisor at Appian Road LLC, based in Chestnut Hill, MA, with 10 years of industry experience. Dar operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $2.1M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fees are negotiable depending on client needs and complexity.
Fee Estimator
Location
Chestnut Hill, MA
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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
Dar is registered with a Commodity Trading Advisor. Appian Road LLC states that clients are not required to use the outside services of its representatives.
Employment History
Current Registrations
Appian Road LLC
State Registrations1 state
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