Sanders Retirement Planning offers investment management and financial planning services. For investment management, they provide ongoing supervision of your accounts, making recommendations for buying, selling, or holding investments. They also offer advisement services for accounts they cannot directly manage. Financial planning services include creating written plans covering areas like asset allocation, retirement, and tax planning. Sanders Retirement Planning acts as a fiduciary, prioritizing your best interests.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M+ | 0.90% |
Fees are negotiable. Households may be combined to reach the $500,000 minimum required for an annual fee of 1.0% and $1.5 million minimum required for an annual fee of 0.9%. Beyond that, each household must individually qualify to receive a flat annual rate of $22,500 by having $2,500,000 of assets under management/advisement. When a household reaches this threshold and incurs an annual rate of $22,500, all other related households that do not have $2,500,000 of assets under management/ advisement by themselves will incur an annual rate of 0.9%.