Pamela Brandt is a CFP-designated registered investment advisor at Sustainable Advisors Alliance LLC, based in Tulsa, OK, with 42 years of industry experience. Pamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 559 clients with $230M 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 $200K | 1.65% |
| $200K - $500K | 1.50% |
| $500K - $1.0M | 1.45% |
| $1.0M - $2.0M | 1.35% |
| $2.0M - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.65% |
| $20M+ | 0.65% |
Fees are negotiable for accounts above $20,000,000. If using sub-advisors, the fee is 1.95% on all asset levels.
Fee Estimator
Location
12 N Cheyenne Ave, Suite 406, Tulsa, OK, 74103
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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 →Employment History
Current Registrations
Sustainable Advisors Alliance LLC
Previous Registrations
Portfolio Resources Group, INC.Broker
Portfolio Resources Advisor Group, INC.
Financial West Group
Financial West GroupBroker
First Affirmative Financial Network LLC
Walnut Street Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Ids Financial Services INC.Broker
State Registrations1 state
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