Sandro Wealth Management provides investment management and wealth management services to individuals and institutional clients. Sandro Wealth works with clients and their independent financial advisors to create tailored investment plans and asset allocations. The firm manages portfolios across a variety of strategies, including domestic and international stocks, bonds, mutual funds, exchange-traded funds, options, alternative investments, and private products. Services can also include coordination on trust and estate planning, tax management, hedging strategies, insurance solutions, and business exit planning. Sandro Wealth typically provides these services on a discretionary basis, meaning the firm makes trades on behalf of the client without needing prior approval for each transaction.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees will not exceed 1.0% annually and are variable based on assets under management and services provided. Fees are negotiable.