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Najee Sanders

9 Years of Experience
Atlanta, GA
1 Disclosure

Najee Sanders is a registered investment advisor at Openarc Corporate Advisory, LLC, based in Atlanta, GA, with 9 years of industry experience. Najee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 3,841 clients with $10B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
123 advisors
Number of Clients
3,841 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$10.1B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Maximum annual fee is 1.75%. Fees are negotiable depending on individual client circumstances and account type.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3550 Peachtree Road Ne, Floor 7, Atlanta, GA, 30326

Get directions

History

Regulatory History (1)
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Criminal
December 2017
Final Disposition
Employment History
Current Registrations
Openarc Corporate Advisory, LLC
September 2025 - Present · 1 yr 1 mo
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - September 2025 · 5 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2019 - September 2025 · 6 yrs
David Lerner Associates, INC.Broker
June 2019 - August 2019 · 2 mos
Hsbc Securities (USA) INC.Broker
September 2016 - November 2017 · 1 yr 2 mos
Foresters Financial Services, INC.Broker
December 2015 - August 2016 · 8 mos
State Registrations2 states
GATX
Advisor

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
No exam information available for this advisor.
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