Jeffrey Sandt is a registered investment advisor at Align Financial Advisors, LLC, based in McKinney, TX, with 1 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 93 clients with $74M 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 $50K | Included |
| $50K - $500K | 1.00% |
| $500K+ | 0.50% |
No fees will be charged for short-term assets (money market funds, CDs) held in accounts. For accounts with $0 - $50,000 in no more than 2 accounts, the fee is $500. Each additional account is $50 per calendar quarter. Fees under this schedule can amount to over 3% of the portfolio value.
Fee Estimator
Location
McKinney, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Align Financial Advisors, LLC
State Registrations1 state
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