Sarah Schlenz
Sarah Schlenz is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Sonora, CA, with 14 years of industry experience. Sarah is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B 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 $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
995 Morning Star Drive, Suite A, Sonora, CA, 95370
Get directionsHistory
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
Sarah sells fixed insurance under the name 'Freer Financial Services'. She is also a co-owner of Mother Lode Financial, Inc., a company created for facilitating securities and advisory business, dedicating about 80% of her time to this activity.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations16 states
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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