Robert A. Sandler, LLC offers personalized financial planning and investment management services to individuals. Sandler provides advice through consultations, covering areas like financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. Sandler's investment strategy involves low-cost index funds and diversification, tailored to the client's risk profile. He does not sell commissioned products and is strictly fee-only.
Assets Under Management$78M
Clients35
Advisors1
Avg. per Client$2.2M
Avg. per Advisor$78M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$300
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.25% |
Fees are generally negotiable and may be less for larger client relationships and long-term clients. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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