Sanderson Wealth Management provides financial planning, investment consulting, and investment management services. Sanderson focuses on developing asset allocations, selecting investment managers, monitoring performance, and rebalancing portfolios. Sanderson's financial planning services are generally offered as part of its overall wealth management services. Sanderson also renders non-discretionary investment management services to clients relative to variable life/annuity products, individual employer-sponsored retirement plans, and/or 529 plans or other products that are not be held by the client’s primary custodian.
Assets Under Management$1.2B
Clients590
Advisors10
Avg. per Client$2M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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