Sandra Fricks is a CFP-designated registered investment advisor at Financial Consultants Group INC, based in Cumming, GA, with 4 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 245 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Fees are negotiable based on client needs and the complexity of the situation.
Fee Estimator
Location
1080 Sanders Road, Suite 300, Cumming, GA, 30041
Get directionsHistory
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 a member manager of Burdell Properties, LLC, a rental business, since 2013. This non-investment related activity takes a few hours per week.
Employment History
Current Registrations
Financial Consultants Group INC
State Registrations1 state
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
More Advisors
- Joseph Hampton, CFPFinancial Consultants Group INC
- David Fountain, CFPFinancial Consultants Group INC
- Carolyn Flournoy, CFPFinancial Consultants Group INC
- Matthew Losanno, ChFCCsenge Advisory Group, LLC
- Christopher Ray, CFP
- Edward Best, CFABest Capital Management, LLC