Sandra Loewen is a CFP-designated registered investment advisor at Avior Wealth Management, LLC, based in Santa Rosa, CA, with 11 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,894 clients with $6.5B 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 | 2.00% |
Fees are negotiable and typically do not exceed 2.0% annually. The exact rate depends on asset size, portfolio complexity, and services rendered. Minimum annual household fees may apply.
Fee Estimator
Location
2880 Cleveland Ave #2,, Santa Rosa, CA, 95403
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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
Sandra is involved with Avior Tax and Accounting, LLC, providing tax planning and return services. This non-investment related activity takes about 10-20% of Sandra's time.
Employment History
Current Registrations
Avior Wealth Management, LLC
Previous Registrations
Montgomery Taylor Wealth Management
State Registrations2 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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