Gabriel Sandler
Gabriel Sandler is a registered investment advisor at Parallel Advisors, LLC, based in Ann Arbor, MI, with 10 years of industry experience. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,868 clients with $8.7B 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 $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.85% |
| $4.0M - $6.0M | 0.70% |
| $6.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.30% |
The firm generally requires an annual minimum fee of $3,000 for its investment advisory services. The investment advisory fee is negotiable at the firm's discretion. At no time shall the firm's effective investment advisory fee exceed 2.00% of the client's assets under management.
Fee Estimator
Location
213 W Liberty St, Ste 110, Ann Arbor, MI, 48104
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
Gabriel sells fixed insurance products, dedicating minimal time to this activity. He also spends about 10-20% of his time on tax preparation through Wolverine Tax and Financial, LLC and Wolverine Tax, LLC, and about half his time as owner of Skua, LLC, which facilitates securities, advisory, and insurance business.
Employment History
Current Registrations
Parallel Advisors, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Spc
Sigma Financial CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.