Sandra Fricks is a CFP-designated registered investment advisor at Financial Consultants Group INC, based in Cumming, GA, with 3 years of industry experience. Sandra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 227 clients with $140M 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 | 0.95% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees are negotiable, especially for accounts greater than $5,000,000.
Fee Estimator
Location
1080 Sanders Road, Suite 300, Cumming, GA, 30041
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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 →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.