Sander Capital Advisors manages portfolios primarily consisting of large-cap equity securities for individuals, families, and charitable organizations. Sander Capital Advisors focuses on well-established companies expected to produce above-market growth in revenues and earnings. The firm can tailor individual client needs, but does not offer financial planning or asset allocation services.
Assets Under Management$210M
Clients15
Advisors2
Avg. per Client$14M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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