Robert Sandler is a registered investment advisor at Robert A. Sandler, LLC, based in Clarksville, MD, with 8 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 35 clients with $78M 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 | 0.25% |
Fees are generally negotiable and may be less for larger client relationships and long-term clients. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Location
Clarksville, MD
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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
Robert A. Sandler, LLC
State Registrations1 state
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