Sanders & Scott, ChFC is a registered investment advisor offering asset management and financial planning services. For asset management, they make investment decisions for you based on your goals, and you can set some restrictions. Financial planning covers topics like risk management and investment planning. They advise on stocks, mutual funds, and ETFs. They also provide guidance on IRA rollovers, acting as a fiduciary and prioritizing your best interests.
Assets Under Management$140M
Clients498
Advisors2
Avg. per Client$270K
Avg. per Advisor$68M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Annual asset management fee is negotiable, depending on individual client circumstances. At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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