Steven Sandler
Steven Sandler is a registered investment advisor at Acansa Investment Management Group, LLC, based in Tysons Corner, VA, with 4 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Acansa's fees for managed accounts typically include an asset-based management fee and incentive compensation. The management fee ranges up to 0.55% of the client's net assets under management. Fees may be subject to a fixed dollar minimum and a schedule with different or lower fees at varying asset levels or based on client-specific circumstances. Acansa may also charge an additional fixed monthly fee ranging up to $10,000 for customized investment consulting and analysis services.
Location
8609 Westwood Center Drive, Suite 110, Tysons Corner, VA, 22182
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a Director for Crosswind Capital, LLC, a closely-held investment asset owner, and previously served as CEO. He dedicates about 10-20% of his time to reviewing asset allocation strategy.
Employment History
Current Registrations
Acansa Investment Management Group, LLC
State Registrations2 states
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