Sandra Minardi
Sandra Minardi is a registered investment advisor at Sandman Wealth Management, based in Tulsa, OK, 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 Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Fees are negotiable based on various criteria. Firm also offers co-advisor services with Gradient Investments, LLC with different fee schedules.
Fee Estimator
Location
6846 S Canton Ave, Suite 155, Tulsa, OK, 74136
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 ActivitiesSells Insurance
Sandra is the owner and investment advisory representative at Sandman Wealth Management, dedicating about a quarter of her time to financial planning. She is also a licensed insurance agent at Sandman Financial Inc, spending nearly full-time hours on insurance sales.
Employment History
Current Registrations
Sandman Wealth Management
Previous Registrations
Gradient Advisors, LLC
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.