Stephanie Sandle is a CFP-designated registered investment advisor at Bluestone Private Wealth, LLC, based in Cleveland, OH, with 8 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 18 clients with $190M 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 | 0.75% |
Fee Estimator
Location
1382 West Ninth Street, Suite 205, Cleveland, OH, 44113
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Bluestone Private Wealth, LLC
Previous Registrations
Mai Capital Management, LLC
State Registrations1 state
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