ES
CFP
ES
CFP

Eric Sanders

9 Years of Experience

Eric Sanders is a CFP-designated registered investment advisor at Andersen, based in Mclean, VA, with 9 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 583 clients with $6.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
583 clients
Average Client Portfolio
$10.4M average
Assets Under Management
$6.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $20.0M0.75%
$20.0M - $35.0M0.50%
$35.0M - $50.0M0.35%
$50M+0.35%

Fees negotiable for amounts over $50 million.

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

Location

1861 International Drive, Suite 501, Mclean, VA, 22102

Get directions

History

Regulatory History
Clean regulatory record

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
Andersen
May 2016 - Present · 9 yrs 11 mos
State Registrations1 state
VA
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.
Eric Sanders - Financial Advisor | TrueAdvisor