Sandos Financial provides investment advice and manages investment portfolios for individuals, small businesses, and non-profit organizations. Sandos Financial evaluates a client's financial situation and risk tolerance to tailor investment recommendations. The firm primarily recommends exchange-listed stocks, mutual funds, index funds, exchange-traded funds (ETFs), exchange-traded notes (ETNs), and bond funds. Sandos Financial also offers investment management services for held-away accounts like 401(k)s and 529 plans.
Assets Under Management$18M
Clients156
Advisors2
Avg. per Client$110K
Avg. per Advisor$8.8M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.20% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Sandos Financial does offer discounts to select friends, employees and family.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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