Sandra Gontero is a CFP, PFS-designated registered investment advisor at Epoch Wealth Management, based in Chagrin Falls, OH, with 9 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, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 74 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for assets over $5,000,000 are negotiable. Rates include both Epoch Wealth Management and third-party investment manager fees.
Fee Estimator
Location
Chagrin Falls, OH
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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 →Employment History
Current Registrations
Epoch Wealth Management
State Registrations1 state
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Exams
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